Filed July 15, 2024
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $104,938 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $32,500 |
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 | $73,686 | $54,237+35.9% | $90,324-18.4% | $67,582+9.0% |
| Participation rate | 95.9% | 68.6%+27.3pp | 73.3%+22.7pp | 71.3%+24.7pp |
| Annual return | 23.73% | 37.27%-13.5pp | 78.15%-54.4pp | 378.57%-354.8pp |
| Employer contribution / active EE | $3,985 | $1,846+115.9% | $2,856+39.5% | $2,148+85.5% |
| Participant deferral / active EE | $6,288 | $2,625+139.5% | $3,885+61.8% | $3,539+77.6% |
| Admin fee / account holder | $139 | $123+12.8% | $5,356-97.4% | $142-2.2% |