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, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 1920 MAIN STREET SUITE 800 · IRVINE, CA 92614 | Consulting | $121,110 |
T ROWE PRICE RPS INC7 years Service code 37 · EIN 52-1309931 1307 POINT STREET · BALTIMORE, MD 21231 | Loan Processing | $41,595 |
TEMPLETON & COMPANY LLP4 years Filed as: TEMPLETON & COMPANY Service code 10 222 LAKEVIEW AVENUE, SUITE 1200 · WEST PALM BEACH, FL 33401 | Accounting | $15,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,447 | $31,741+175.5% | $56,025+56.1% | $200,096-56.3% |
| Participation rate | 69.8% | 32.3%+37.4pp | 52.5%+17.3pp | 72.0%-2.2pp |
| Annual return | 13.27% | 14.72%-1.4pp | 1712.69%-1699.4pp | 34.26%-21.0pp |
| Employer contribution / active EE | $2,560 | $508+404.3% | $1,042+145.8% | $3,038-15.7% |
| Participant deferral / active EE | $4,540 | $1,184+283.4% | $1,955+132.3% | $5,090-10.8% |
| Admin fee / account holder | $83 | $426-80.5% | $2,828-97.1% | $269-69.1% |