Filed November 4, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $35,188 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,843 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,007 | $60,393-8.9% | $81,820-32.8% | $74,429-26.1% |
| Participation rate | 98.8% | 62.9%+35.9pp | 72.4%+26.4pp | 67.2%+31.6pp |
| Annual return | 12.72% | 16.89%-4.2pp | 777.93%-765.2pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $2,329 | $2,626-11.3% | $2,915-20.1% | $2,625-11.3% |
| Participant deferral / active EE | $7,825 | $3,397+130.3% | $4,323+81.0% | $4,348+79.9% |
| Admin fee / account holder | $24 | $1,491-98.4% | $7,391-99.7% | $1,944-98.8% |