Filed August 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $207,029 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 26 · EIN 33-0818667 | Advisory (Participants) | $173,116 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,429 | $38,165+45.2% | $189,758-70.8% | $69,255-20.0% |
| Participation rate | 98.9% | 66.7%+32.2pp | 79.8%+19.1pp | 69.0%+29.9pp |
| Annual return | 15.65% | 14.65%+1.0pp | 52.62%-37.0pp | 26.73%-11.1pp |
| Employer contribution / active EE | $2,733 | $1,589+72.0% | $4,767-42.7% | $2,645+3.3% |
| Participant deferral / active EE | $5,337 | $2,073+157.5% | $5,856-8.9% | $2,890+84.6% |
| Admin fee / account holder | $198 | $714-72.3% | $20,388-99.0% | $733-73.0% |