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: SAGEVIEW ADVISORY GROUP,LLC Service code 27 · EIN 33-0818667 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $4,049 |
TIAA1 year Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $568 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,145 | $46,534+29.2% | $64,097-6.2% | $75,177-20.0% |
| Participation rate | 97.6% | 65.9%+31.7pp | 72.3%+25.3pp | 67.2%+30.4pp |
| Annual return | 140.20% | 26.07%+114.1pp | 33.75%+106.5pp | 160.75%-20.5pp |
| Employer contribution / active EE | $3,299 | $1,976+67.0% | $2,750+20.0% | $2,671+23.5% |
| Participant deferral / active EE | $3,240 | $2,835+14.3% | $3,881-16.5% | $4,126-21.5% |
| Admin fee / account holder | $29 | $2,957-99.0% | $3,070-99.0% | $5,651-99.5% |