Filed May 29, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC2 years Filed as: SAGEPOINT FINANCIAL Service code 27 · EIN 20-1741754 | Advisory (Plan) | $45,000 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,782 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,382 | $100,801-37.1% | $149,696-57.7% | $73,409-13.7% |
| Participation rate | 92.9% | 77.7%+15.2pp | 82.5%+10.4pp | 72.2%+20.7pp |
| Annual return | 16.33% | 265.34%-249.0pp | 276.60%-260.3pp | 59.29%-43.0pp |
| Employer contribution / active EE | $2,159 | $3,312-34.8% | $4,644-53.5% | $2,234-3.3% |
| Participant deferral / active EE | $6,526 | $6,404+1.9% | $6,842-4.6% | $3,805+71.5% |
| Admin fee / account holder | $36 | $181-80.2% | $9,309-99.6% | $158-77.4% |