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 Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $51,550 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $26,192 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,663 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,816 | $30,107+148.5% | $61,501+21.6% | $64,824+15.4% |
| Participation rate | 68.0% | 36.4%+31.6pp | 52.6%+15.4pp | 71.5%-3.5pp |
| Annual return | -17.95% | -13.99%-4.0pp | 339.04%-357.0pp | 32.84%-50.8pp |
| Employer contribution / active EE | $930 | $537+73.4% | $1,160-19.8% | $2,507-62.9% |
| Participant deferral / active EE | $3,797 | $1,126+237.2% | $2,125+78.7% | $4,311-11.9% |
| Admin fee / account holder | $152 | $148+2.7% | $2,132-92.9% | $188-18.9% |