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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,073 |
Filed as: SAGEVIEW ADVISOR GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $29,644 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,329 | $51,288-87.7% | $81,991-92.3% | $73,412-91.4% |
| Participation rate | 89.1% | 64.0%+25.1pp | 69.3%+19.9pp | 72.2%+16.9pp |
| Annual return | 20.47% | 29.48%-9.0pp | 41.31%-20.8pp | 59.30%-38.8pp |
| Employer contribution / active EE | $92 | $1,487-93.8% | $2,498-96.3% | $2,234-95.9% |
| Participant deferral / active EE | $1,584 | $2,715-41.7% | $3,722-57.4% | $3,806-58.4% |
| Admin fee / account holder | $173 | $125+38.4% | $5,665-96.9% | $158+9.9% |