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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 · EIN 33-0818667 1920 MAIN ST · IRVINE, CA 926147227 | Advisory (Plan) | $12,800 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1642203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $27 |
TIAA1+ years Filed as: CREF - TIAA-CREF INVESTMENT MGMT Service code 72 · EIN 13-3586142 730 THIRD AVE · NEW YORK, NY 100173206 | Other fees; Other investment fees and... | $0 |
TIAA1+ years Filed as: TIAA-CREF MUTUAL FUNDS TEACHERS ADV Service code 72 · EIN 13-3760073 730 THIRD AVE · NY, NY 100173206 | Other investment fees and expenses; O... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,700 | $52,467+76.7% | $57,196+62.1% | $55,167+68.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 0.94% | 7.72%-6.8pp | 14.59%-13.7pp | 169.23%-168.3pp |
| Employer contribution / active EE | $6,874 | $2,477+177.5% | $2,683+156.2% | $1,963+250.3% |
| Participant deferral / active EE | $5,584 | $2,830+97.3% | $3,096+80.4% | $3,054+82.8% |
| Admin fee / account holder | $51 | $269-81.2% | $3,141-98.4% | $504-90.0% |