Filed November 4, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $13,453 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,732 |
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 | $32,944 | $41,854-21.3% | $73,836-55.4% | $52,331-37.0% |
| Participation rate | 87.1% | 66.2%+20.8pp | 73.4%+13.6pp | 68.1%+18.9pp |
| Annual return | 0.70% | 2.11%-1.4pp | 2268.06%-2267.4pp | 4.54%-3.8pp |
| Employer contribution / active EE | $2,537 | $1,920+32.1% | $2,787-9.0% | $1,882+34.8% |
| Participant deferral / active EE | $3,974 | $2,498+59.1% | $3,583+10.9% | $3,022+31.5% |
| Admin fee / account holder | $10 | $493-98.0% | $4,882-99.8% | $592-98.3% |