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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $64,865 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: MJM401K, LLC Service code 27 · EIN 86-0882983 | Advisory (Plan) | $31,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,327 | $55,182+45.6% | $73,309+9.6% | $55,191+45.5% |
| Participation rate | 65.8% | 73.9%-8.1pp | 74.9%-9.1pp | 69.2%-3.3pp |
| Annual return | -0.62% | 8.55%-9.2pp | 5.67%-6.3pp | 10.78%-11.4pp |
| Employer contribution / active EE | $2,274 | $1,935+17.6% | $3,237-29.7% | $1,899+19.8% |
| Participant deferral / active EE | $8,125 | $4,641+75.1% | $4,991+62.8% | $3,046+166.7% |
| Admin fee / account holder | $246 | $68+259.3% | $5,635-95.6% | $91+171.1% |