Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $88,444 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,768 |
PENSION ASSURANCE LLP1+ years Service code 13 · EIN 30-0840934 | Contract Administrator | $15,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $95,769 | $86,791+10.3% | $115,038-16.7% | $59,188+61.8% |
| Participation rate | 93.6% | 72.8%+20.8pp | 81.4%+12.2pp | 69.4%+24.2pp |
| Annual return | 2.13% | 4.44%-2.3pp | 26.14%-24.0pp | 5.51%-3.4pp |
| Employer contribution / active EE | $1,808 | $2,950-38.7% | $4,608-60.8% | $2,098-13.8% |
| Participant deferral / active EE | $7,425 | $5,298+40.2% | $6,026+23.2% | $3,265+127.4% |
| Admin fee / account holder | $20 | $95-78.8% | $8,175-99.8% | $92-78.2% |