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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $86,440 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,987 |
PENSION ASSURANCE LLP2+ years Service code 13 · EIN 30-0840934 | Contract Administrator | $15,500 |
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 | $105,545 | $85,635+23.3% | $123,894-14.8% | $63,975+65.0% |
| Participation rate | 92.9% | 74.9%+18.0pp | 81.4%+11.5pp | 71.1%+21.8pp |
| Annual return | 8.41% | 15.74%-7.3pp | 47.52%-39.1pp | 48.65%-40.2pp |
| Employer contribution / active EE | $1,964 | $3,076-36.2% | $4,617-57.5% | $2,182-10.0% |
| Participant deferral / active EE | $7,396 | $5,667+30.5% | $5,984+23.6% | $3,356+120.3% |
| Admin fee / account holder | $16 | $75-78.2% | $8,357-99.8% | $70-76.8% |