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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC8 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $31,708 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,875 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,584 | $78,607+7.6% | $105,624-19.9% | $74,478+13.6% |
| Participation rate | 81.9% | 72.8%+9.1pp | 75.3%+6.6pp | 67.2%+14.7pp |
| Annual return | 14.67% | 15.96%-1.3pp | 116.20%-101.5pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,168-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,275 | $4,325-1.1% | $5,013-14.7% | $4,350-1.7% |
| Admin fee / account holder | $204 | $2,220-90.8% | $10,961-98.1% | $1,946-89.5% |