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 | $46,464+19.3% | $150,298-63.1% | $79,634-30.4% |
| Participation rate | 98.9% | 57.0%+42.0pp | 77.8%+21.2pp | 62.5%+36.4pp |
| Annual return | 15.65% | 27.89%-12.2pp | 62.79%-47.1pp | 36.46%-20.8pp |
| Employer contribution / active EE | $2,733 | $1,512+80.8% | $4,154-34.2% | $2,529+8.1% |
| Participant deferral / active EE | $5,337 | $2,157+147.4% | $5,453-2.1% | $3,835+39.2% |
| Admin fee / account holder | $198 | $891-77.8% | $14,116-98.6% | $1,002-80.2% |