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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 | $83,575+9.8% | $66,439+38.1% | $65,191+40.8% |
| Participation rate | 97.6% | 71.6%+26.1pp | 74.5%+23.1pp | 63.0%+34.6pp |
| Annual return | 12.06% | 12.38%-0.3pp | 757.66%-745.6pp | 51.24%-39.2pp |
| Employer contribution / active EE | $3,771 | $2,903+29.9% | $2,637+43.0% | $2,400+57.1% |
| Participant deferral / active EE | $4,565 | $3,365+35.7% | $3,876+17.8% | $2,671+70.9% |
| Admin fee / account holder | $282 | $234+20.6% | $6,173-95.4% | $907-68.9% |