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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC7+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 28 · EIN 33-0818667 | Investment Management | $99,842 |
Filed as: SCWHAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $97,628 |
MILLER KAPLAN ARASE LLP4 years Filed as: MILLER KAPLAN ARASE & CO LLP Service code 10 · EIN 95-2036255 | Accounting | $25,000 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $288 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $554,790 | $56,551+881.1% | $185,854+198.5% | $86,828+539.0% |
| Participation rate | 94.0% | 65.5%+28.4pp | 81.7%+12.2pp | 72.3%+21.7pp |
| Annual return | 17.68% | 118.23%-100.5pp | 122.12%-104.4pp | 97.95%-80.3pp |
| Employer contribution / active EE | $47,300 | $1,845+2463.9% | $5,169+815.1% | $2,406+1865.8% |
| Participant deferral / active EE | $3,086 | $2,556+20.7% | $5,569-44.6% | $4,132-25.3% |
| Admin fee / account holder | $447 | $150+198.5% | $16,246-97.2% | $170+163.5% |