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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $36,153 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Service code 28 · EIN 33-0818667 | Investment Management | $17,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,569 | $60,989+130.5% | $60,899+130.8% | $66,930+110.0% |
| Participation rate | 95.1% | 74.5%+20.7pp | 73.1%+22.0pp | 69.8%+25.3pp |
| Annual return | -7.73% | -9.60%+1.9pp | 16.92%-24.6pp | 1.57%-9.3pp |
| Employer contribution / active EE | $4,006 | $2,661+50.6% | $2,702+48.2% | $2,545+57.4% |
| Participant deferral / active EE | $4,728 | $3,615+30.8% | $3,817+23.9% | $4,238+11.6% |
| Admin fee / account holder | $197 | $338-41.9% | $3,225-93.9% | $593-66.9% |