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, LLC4 years Service code 27 4000 MACARTHUR BLVD, SUITE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $67,541 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $60,660 |
ACTARIAL BENEFITS CORP4 years Service code 13 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $18,631 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,274 | $47,974+225.7% | $129,031+21.1% | $69,255+125.7% |
| Participation rate | 100.0% | 29.2%+70.8pp | 73.4%+26.6pp | 69.0%+31.0pp |
| Annual return | 13.51% | 116.92%-103.4pp | 34.67%-21.2pp | 26.73%-13.2pp |
| Employer contribution / active EE | $2,279 | $755+201.9% | $3,226-29.3% | $2,645-13.8% |
| Participant deferral / active EE | $4,602 | $1,143+302.6% | $5,217-11.8% | $2,890+59.2% |
| Admin fee / account holder | $530 | $2,691-80.3% | $13,208-96.0% | $733-27.6% |