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: SAGEVIEW ADVISORS Service code 22 · EIN 33-0818667 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 92660 | Insurance Broker | $19,687 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $19,097 |
Filed as: HOLTHOUSE, CARLIN & VAN TRIGT, LLP Service code 22 · EIN 95-4345526 100 OCEANGATE · LONG BEACH, CA 90802 | Insurance Broker | $9,028 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 64 200 DRYDEN ROAD · DRESCHER, PA 19025 | Recordkeeping Fees | $3,751 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,551 | $47,553-10.5% | $136,867-68.9% | $69,733-39.0% |
| Participation rate | 95.5% | 61.4%+34.1pp | 74.5%+20.9pp | 62.5%+33.0pp |
| Annual return | 15.36% | -91.50%+106.9pp | 42.97%-27.6pp | 15.22%+0.1pp |
| Employer contribution / active EE | $4,139 | $2,087+98.3% | $3,547+16.7% | $2,250+83.9% |
| Participant deferral / active EE | $2,981 | $2,300+29.6% | $4,924-39.5% | $3,054-2.4% |
| Admin fee / account holder | $288 | $3,496-91.7% | $10,340-97.2% | $3,102-90.7% |