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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,263,562 |
SAGEVIEW ADVISORY GROUP, LLC7+ 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 | $47,503 |
WRIGHT FORD YOUNG & CO1 year Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 | Accounting | $30,000 |
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.
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,737 | $107,662-36.2% | $159,495-56.9% | $106,520-35.5% |
| Participation rate | 25.8% | 69.4%-43.6pp | 82.8%-57.1pp | 71.3%-45.6pp |
| Annual return | 15.22% | 22.17%-7.0pp | 263.72%-248.5pp | 19.28%-4.1pp |
| Employer contribution / active EE | $333 | $2,741-87.8% | $4,831-93.1% | $2,840-88.3% |
| Participant deferral / active EE | $1,244 | $6,799-81.7% | $7,354-83.1% | $4,948-74.9% |
| Admin fee / account holder | $109 | $69+58.3% | $10,804-99.0% | $75+45.7% |