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 |
|---|---|---|
TIAA9+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $40,394 |
PBMARES, LLP1 year Service code 10 · EIN 54-0737372 | Accounting | $10,000 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $6,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,889 | $65,582-25.5% | $64,097-23.7% | $71,529-31.7% |
| Participation rate | 99.4% | 73.2%+26.2pp | 72.3%+27.0pp | 67.9%+31.4pp |
| Annual return | 15.65% | 18.96%-3.3pp | 33.75%-18.1pp | 28.97%-13.3pp |
| Employer contribution / active EE | $972 | $2,671-63.6% | $2,750-64.6% | $2,590-62.5% |
| Participant deferral / active EE | $2,530 | $3,628-30.3% | $3,881-34.8% | $4,291-41.0% |
| Admin fee / account holder | $117 | $616-81.0% | $3,070-96.2% | $1,588-92.6% |