Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $44,744 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,306 |
EIDE BAILLY LLP2+ years Service code 10 PO BOX 88678 · MILWAUKEE, WI 53288 | Accounting | $11,151 |
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 | $41,938 | $89,067-52.9% | $102,423-59.1% | $77,714-46.0% |
| Participation rate | 96.3% | 80.9%+15.3pp | 76.5%+19.7pp | 70.6%+25.7pp |
| Annual return | 12.81% | 25.01%-12.2pp | 29.42%-16.6pp | 31.26%-18.4pp |
| Employer contribution / active EE | $1,299 | $2,699-51.9% | $3,023-57.0% | $2,727-52.3% |
| Participant deferral / active EE | $3,418 | $5,147-33.6% | $5,054-32.4% | $4,649-26.5% |
| Admin fee / account holder | $189 | $236-19.9% | $9,455-98.0% | $433-56.4% |