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: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $35,983 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,043 | $100,801-49.4% | $149,730-65.9% | $73,412-30.5% |
| Participation rate | 63.9% | 77.7%-13.8pp | 82.5%-18.6pp | 72.2%-8.3pp |
| Annual return | 20.52% | 265.34%-244.8pp | 276.70%-256.2pp | 59.30%-38.8pp |
| Employer contribution / active EE | $2,046 | $3,312-38.2% | $4,645-56.0% | $2,234-8.4% |
| Participant deferral / active EE | $4,176 | $6,404-34.8% | $6,843-39.0% | $3,806+9.7% |
| Admin fee / account holder | $206 | $181+13.7% | $9,310-97.8% | $158+30.2% |