Filed August 20, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $40,000 |
PKF O'CONNOR DAVIES, LLP2+ years Filed as: PKF Service code 10 2020 CAMINO DEL RIO NORTH · SAN DIEGO, CA 92108 | Accounting | $13,605 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,156 |
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 | $100,648 | $63,905+57.5% | $74,184+35.7% | $57,661+74.6% |
| Participation rate | 82.0% | 79.8%+2.2pp | 76.6%+5.4pp | 70.2%+11.8pp |
| Annual return | 7.87% | 60.60%-52.7pp | 17.74%-9.9pp | 5.13%+2.7pp |
| Employer contribution / active EE | $621 | $1,840-66.2% | $2,370-73.8% | $1,974-68.5% |
| Participant deferral / active EE | $7,062 | $3,448+104.8% | $3,550+98.9% | $3,061+130.7% |
| Admin fee / account holder | $72 | $91-21.3% | $5,586-98.7% | $95-24.2% |