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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $176,552 |
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $42,716 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $26,650 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,413 | $62,686+256.4% | $178,540+25.1% | $77,736+187.4% |
| Participation rate | 98.7% | 66.9%+31.8pp | 77.1%+21.5pp | 70.6%+28.1pp |
| Annual return | 14.80% | 16.16%-1.4pp | 27.15%-12.3pp | 31.26%-16.5pp |
| Employer contribution / active EE | $4,228 | $1,914+121.0% | $3,953+7.0% | $2,728+55.0% |
| Participant deferral / active EE | $14,880 | $4,224+252.3% | $6,281+136.9% | $4,651+220.0% |
| Admin fee / account holder | $604 | $386+56.5% | $10,424-94.2% | $433+39.4% |