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 | $36,002+54.0% | $161,489-65.7% | $64,728-14.4% |
| Participation rate | 98.9% | 57.4%+41.5pp | 78.7%+20.2pp | 57.9%+41.0pp |
| Annual return | 15.65% | 33.93%-18.3pp | 89.72%-74.1pp | 49.38%-33.7pp |
| Employer contribution / active EE | $2,733 | $1,380+98.1% | $4,268-36.0% | $2,243+21.9% |
| Participant deferral / active EE | $5,337 | $1,815+194.1% | $5,630-5.2% | $2,729+95.5% |
| Admin fee / account holder | $198 | $931-78.7% | $16,006-98.8% | $1,145-82.7% |