Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,247 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $17,194 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,807 | $59,105-24.2% | $160,009-72.0% | $66,938-33.1% |
| Participation rate | 71.2% | 68.1%+3.2pp | 78.0%-6.7pp | 69.8%+1.4pp |
| Annual return | -19.25% | -12.26%-7.0pp | 408.85%-428.1pp | 1.58%-20.8pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,225-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $12,188 | $4,395+177.3% | $6,183+97.1% | $4,238+187.6% |
| Admin fee / account holder | $199 | $591-66.3% | $8,715-97.7% | $594-66.5% |