Filed January 23, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $17,677 |
Service code 49 · EIN 74-2794194 | Other Services | $17,441 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,255 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $107,040 | $50,637+111.4% | $86,582+23.6% | $62,293+71.8% |
| Participation rate | 90.2% | 67.9%+22.3pp | 73.5%+16.7pp | 69.5%+20.7pp |
| Annual return | 17.73% | 20.80%-3.1pp | 965.08%-947.4pp | 28.90%-11.2pp |
| Employer contribution / active EE | $8,446 | $2,075+307.0% | $2,839+197.4% | $2,042+313.6% |
| Participant deferral / active EE | $6,523 | $2,611+149.8% | $3,609+80.8% | $3,169+105.8% |
| Admin fee / account holder | $90 | $413-78.3% | $4,904-98.2% | $479-81.3% |