Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEW ENGLAND INVESTMENT1+ years Filed as: NEW ENGLAND INVESTMENT & RETIRE GR Service code 99 · EIN 04-3380382 | Other Fees | $24,797 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 99 · EIN 33-0818667 | Other Fees | $8,800 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP Service code 99 · EIN 04-2530412 | Other Fees | $8,651 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $140,592-100.0% | $123,105-100.0% | $125,389-100.0% |
| Participation rate | 0.0% | 88.2%-88.2pp | 86.8%-86.8pp | 83.2%-83.2pp |
| Annual return | -116.59% | 16.80%-133.4pp | 13.22%-129.8pp | 282.24%-398.8pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |