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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 13 · EIN 13-1624203 | Contract Administrator | $169,257 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP, LLP Service code 10 · EIN 33-0818667 | Accounting | $69,024 |
KMH LLP7 years Filed as: KMH, LLP Service code 10 · EIN 42-1539623 | Accounting | $22,408 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,775 | $86,795+5.7% | $67,681+35.6% | $64,728+41.8% |
| Participation rate | 97.6% | 71.7%+26.0pp | 73.7%+23.9pp | 57.9%+39.7pp |
| Annual return | 12.06% | 12.58%-0.5pp | 590.58%-578.5pp | 49.38%-37.3pp |
| Employer contribution / active EE | $3,771 | $2,837+32.9% | $2,678+40.8% | $2,243+68.2% |
| Participant deferral / active EE | $4,565 | $3,430+33.1% | $3,976+14.8% | $2,729+67.3% |
| Admin fee / account holder | $282 | $238+18.4% | $6,100-95.4% | $1,145-75.4% |