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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $479,208 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $106,250 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 13 · EIN 13-5582869 | Contract Administrator | $37,509 |
LTSP, INC.1 year Filed as: LTSP INC Service code 10 | Accounting | $21,500 |
THE BANK OF NEW YORK MELLON2+ years Filed as: PERSHING, LLC Service code 33 · EIN 13-2741729 | Account maintenance fees; Recordkeepi... | $7,613 |
LTSP, INC.1 year Filed as: LTSP, INC Service code 10 · EIN 95-3864890 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,636 | $3,611,051-98.7% | $123,892-61.6% | $329,111-85.5% |
| Participation rate | 34.5% | 60.7%-26.3pp | 81.4%-47.0pp | 67.9%-33.4pp |
| Annual return | 11.90% | 14.13%-2.2pp | 47.52%-35.6pp | 16.35%-4.5pp |
| Employer contribution / active EE | $417 | $1,947-78.6% | $4,617-91.0% | $2,303-81.9% |
| Participant deferral / active EE | $1,467 | $4,426-66.8% | $5,984-75.5% | $3,682-60.2% |
| Admin fee / account holder | $60 | $9,731-99.4% | $8,357-99.3% | $754-92.0% |