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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $147,330 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Filed as: SAGEVIEW ADVISORY GRP LLC Service code 16 · EIN 33-0818667 | Consulting | $119,011 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,870 | $74,462-45.1% | $81,988-50.2% | $90,274-54.7% |
| Participation rate | 91.9% | 69.7%+22.2pp | 69.3%+22.6pp | 73.4%+18.5pp |
| Annual return | 13.96% | 17.56%-3.6pp | 41.31%-27.4pp | 53.97%-40.0pp |
| Employer contribution / active EE | $1,088 | $2,334-53.4% | $2,498-56.4% | $2,523-56.9% |
| Participant deferral / active EE | $4,297 | $3,602+19.3% | $3,722+15.4% | $4,231+1.6% |
| Admin fee / account holder | $173 | $98+76.7% | $5,665-96.9% | $114+51.8% |