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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,227,132 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $185,000 |
Filed as: NEW YORK LIFE INSURANCE CO Service code 13 · EIN 13-5582869 | Contract Administrator | $32,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,962 | $81,961-35.4% | $141,200-62.5% | $89,609-40.9% |
| Participation rate | 24.6% | 64.9%-40.2pp | 82.5%-57.8pp | 69.6%-44.9pp |
| Annual return | 20.97% | 36.14%-15.2pp | 71.41%-50.4pp | 33.65%-12.7pp |
| Employer contribution / active EE | $278 | $2,268-87.8% | $4,736-94.1% | $2,584-89.3% |
| Participant deferral / active EE | $996 | $5,316-81.3% | $6,710-85.2% | $4,222-76.4% |
| Admin fee / account holder | $96 | $68+40.9% | $10,265-99.1% | $72+33.9% |