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, LLC3 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $34,127 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,132 | $89,093+49.4% | $102,434+30.0% | $77,736+71.3% |
| Participation rate | 99.5% | 80.9%+18.5pp | 76.5%+23.0pp | 70.6%+28.9pp |
| Annual return | 14.49% | 25.03%-10.5pp | 29.46%-15.0pp | 31.26%-16.8pp |
| Employer contribution / active EE | $7,798 | $2,699+188.9% | $3,023+157.9% | $2,728+185.9% |
| Participant deferral / active EE | $14,078 | $5,147+173.5% | $5,055+178.5% | $4,651+202.7% |
| Admin fee / account holder | $54 | $236-77.2% | $9,462-99.4% | $433-87.6% |