Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $33,758 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $25,000 |
CURO HEALTH SERVICES1 year Service code 10 · EIN 32-0307955 | Accounting | $11,388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,832 | $37,213-52.1% | $156,551-88.6% | $63,975-72.1% |
| Participation rate | 25.1% | 65.0%-39.9pp | 84.0%-59.0pp | 71.1%-46.1pp |
| Annual return | 13.56% | 47.89%-34.3pp | 32.23%-18.7pp | 48.65%-35.1pp |
| Employer contribution / active EE | $219 | $1,357-83.8% | $5,501-96.0% | $2,182-89.9% |
| Participant deferral / active EE | $994 | $2,070-52.0% | $4,871-79.6% | $3,356-70.4% |
| Admin fee / account holder | $24 | $56-57.8% | $13,028-99.8% | $70-66.2% |