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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $152,696 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $41,000 |
STOUT, CAUSEY & HORNING, P.A.1+ years Filed as: STOUT, CAUSEY, & HORNING Service code 10 · EIN 52-1743645 | Accounting | $10,182 |
DUFF & PHELPS, LLC1+ years Filed as: DUFF & PHELPS LLC Service code 34 · EIN 36-4090666 | Direct payment from the plan; Valuati... | $7,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,488 | $88,324-21.3% | $115,038-39.6% | $55,191+25.9% |
| Participation rate | 89.5% | 72.5%+16.9pp | 81.4%+8.1pp | 69.2%+20.3pp |
| Annual return | 0.00% | 6.30%-6.3pp | 26.14%-26.1pp | 10.78%-10.8pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $5,935 | $5,042+17.7% | $6,026-1.5% | $3,046+94.8% |
| Admin fee / account holder | $246 | $105+133.0% | $8,175-97.0% | $91+170.5% |