Filed January 25, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $324,155 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $65,000 |
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 | $36,575 | $96,458-62.1% | $136,298-73.2% | $77,958-53.1% |
| Participation rate | 93.0% | 75.4%+17.6pp | 81.9%+11.0pp | 71.6%+21.3pp |
| Annual return | 20.01% | 23.78%-3.8pp | 5156.27%-5136.3pp | 20.87%-0.9pp |
| Employer contribution / active EE | $843 | $3,144-73.2% | $4,696-82.0% | $2,310-63.5% |
| Participant deferral / active EE | $3,481 | $5,902-41.0% | $6,247-44.3% | $3,537-1.6% |
| Admin fee / account holder | $135 | $80+68.0% | $9,244-98.5% | $97+38.8% |