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, LLC4 years Service code 99 · EIN 33-0818667 | Other Fees | $31,457 |
SIKICH LLP2 years Service code 99 · EIN 36-3168081 | Other Fees | $12,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $7,025 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,257 | $55,402-21.9% | $76,089-43.1% | $77,714-44.3% |
| Participation rate | 97.7% | 63.6%+34.1pp | 69.1%+28.6pp | 70.6%+27.1pp |
| Annual return | 17.53% | 17.09%+0.4pp | 360.94%-343.4pp | 31.26%-13.7pp |
| Employer contribution / active EE | $1,655 | $1,789-7.5% | $2,690-38.5% | $2,727-39.3% |
| Participant deferral / active EE | $5,046 | $3,450+46.3% | $4,259+18.5% | $4,649+8.5% |
| Admin fee / account holder | $55 | $410-86.7% | $6,418-99.2% | $433-87.4% |