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 ADVISORY GROUP Service code 16 · EIN 33-0818667 801 S FIGUEROA ST. · LOS ANGELES, CA 90017 | Consulting | $10,666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,885 | $48,576-40.5% | $169,452-83.0% | $56,287-48.7% |
| Participation rate | 41.5% | 65.8%-24.3pp | 77.8%-36.2pp | 69.9%-28.3pp |
| Annual return | -5.17% | -2.51%-2.7pp | 1.83%-7.0pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,196 | $1,559-23.3% | $4,157-71.2% | $2,111-43.4% |
| Participant deferral / active EE | $2,166 | $3,275-33.9% | $5,277-59.0% | $3,350-35.3% |
| Admin fee / account holder | $239 | $435-45.1% | $9,110-97.4% | $521-54.1% |