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, LLC10+ years Service code 27 · EIN 33-0818667 1920 MAIN STREET STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $97,762 |
TIC INTERNATIONAL CORPORATION10+ years Service code 13 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 48917 | Contract Administrator | $56,860 |
NOVAK BIRKS, P.C.10+ years Service code 10 · EIN 43-1122456 4435 MAIN STREET STE 500 · KANSAS CITY, MO 64111 | Accounting | $46,215 |
COOK CASTLE ASSOCIATES, LLC7 years Service code 99 · EIN 45-5308542 PO BOX 806285 · CHICAGO, IL 60680 | Other Fees | $38,365 |
HAYNES BENEFITS PC1 year Service code 29 PO BOX 25568 · KANSAS CITY, MO 64119 | Legal | $31,145 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,452 |
Filed as: ROUSE FRETS GENTILE & RHODES LLC Service code 99 · EIN 43-1706479 5250 W 116TH PL STE 400 · LEAWOOD, KS 66211 | Other Fees | $3,480 |
LEES PRINTING CO, INC.1 year Filed as: LEES PRINTING GROUP INC Service code 99 14690 PARALLEL ROAD · BASEHOR, KS 66007 | Other Fees | $2,344 |
LEXIS NEXIS1 year Filed as: LEXISNEXIS RISK DATA MANAGEMENT INC Service code 99 28330 NETWORK PLACE · CHICAGO, IL 60673 | Other Fees | $141 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,013 | $241,850-80.1% | $102,437-53.1% | $200,096-76.0% |
| Participation rate | 62.5% | 78.3%-15.8pp | 74.5%-12.0pp | 72.0%-9.5pp |
| Annual return | 12.41% | 17.67%-5.3pp | 24.95%-12.5pp | 34.26%-21.9pp |
| Employer contribution / active EE | $512 | $4,253-88.0% | $3,871-86.8% | $3,038-83.2% |
| Participant deferral / active EE | $1,391 | $3,961-64.9% | $5,060-72.5% | $5,090-72.7% |
| Admin fee / account holder | $133 | $288-53.7% | $8,388-98.4% | $269-50.5% |