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 15 · EIN 33-0818667 | Recordkeeping | $25,000 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,270 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $75,835 | $58,093+30.5% | $80,022-5.2% | $56,287+34.7% |
| Participation rate | 92.6% | 73.6%+19.0pp | 75.8%+16.8pp | 69.9%+22.7pp |
| Annual return | -5.51% | 34.63%-40.1pp | 11.22%-16.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $4,217 | $1,933+118.2% | $2,468+70.9% | $2,111+99.8% |
| Participant deferral / active EE | $11,698 | $3,136+273.0% | $3,686+217.4% | $3,350+249.2% |
| Admin fee / account holder | $142 | $623-77.2% | $6,521-97.8% | $521-72.7% |