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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,429 | $50,982+8.7% | $154,803-64.2% | $85,563-35.2% |
| Participation rate | 98.9% | 59.8%+39.1pp | 78.1%+20.8pp | 66.0%+32.9pp |
| Annual return | 15.65% | 30.35%-14.7pp | 58.88%-43.2pp | 31.51%-15.9pp |
| Employer contribution / active EE | $2,733 | $1,708+60.0% | $4,305-36.5% | $2,654+3.0% |
| Participant deferral / active EE | $5,337 | $2,474+115.7% | $5,540-3.7% | $4,375+22.0% |
| Admin fee / account holder | $198 | $846-76.6% | $14,329-98.6% | $834-76.3% |