See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $51,041 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $23,911 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 45-0515059 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 20-2175919 | Indirect Investment Fees | $0 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD Service code 52 · EIN 20-0169148 | Indirect Investment Fees | $0 |
LORD ABBETT1 year Service code 52 · EIN 13-3897544 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4625304 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 52-0794097 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,149 | $80,753-36.7% | $136,294-62.5% | $62,292-17.9% |
| Participation rate | 69.4% | 73.5%-4.1pp | 81.9%-12.5pp | 69.5%-0.1pp |
| Annual return | 32.21% | 35.83%-3.6pp | 5155.94%-5123.7pp | 28.90%+3.3pp |
| Employer contribution / active EE | $107 | $2,884-96.3% | $4,695-97.7% | $2,042-94.8% |
| Participant deferral / active EE | $7,632 | $5,164+47.8% | $6,247+22.2% | $3,169+140.8% |
| Admin fee / account holder | $307 | $525-41.5% | $9,243-96.7% | $479-35.9% |