Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $83,606 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORS Service code 27 · EIN 33-0818667 | Advisory (Plan) | $36,050 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,410 | $99,823-25.5% | $122,979-39.5% | $65,191+14.1% |
| Participation rate | 93.4% | 80.1%+13.3pp | 77.2%+16.2pp | 63.0%+30.4pp |
| Annual return | 23.10% | 13.47%+9.6pp | 20.12%+3.0pp | 51.24%-28.1pp |
| Employer contribution / active EE | $3,923 | $3,224+21.7% | $3,062+28.1% | $2,400+63.5% |
| Participant deferral / active EE | $8,230 | $4,328+90.1% | $5,003+64.5% | $2,671+208.1% |
| Admin fee / account holder | $189 | $325-41.9% | $12,864-98.5% | $907-79.2% |