Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $139,747 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $44,000 |
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 | $80,413 | $80,177+0.3% | $123,894-35.1% | $57,658+39.5% |
| Participation rate | 94.4% | 74.4%+20.0pp | 81.4%+13.0pp | 70.2%+24.2pp |
| Annual return | 20.94% | 17.90%+3.0pp | 47.52%-26.6pp | 5.13%+15.8pp |
| Employer contribution / active EE | $1,405 | $2,913-51.8% | $4,617-69.6% | $1,974-28.8% |
| Participant deferral / active EE | $6,201 | $5,130+20.9% | $5,984+3.6% | $3,061+102.6% |
| Admin fee / account holder | $191 | $106+79.9% | $8,357-97.7% | $95+102.3% |