Filed November 4, 2025
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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) | $14,349 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,566 |
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 | $34,363 | $43,423-20.9% | $78,676-56.3% | $55,167-37.7% |
| Participation rate | 89.0% | 68.0%+21.0pp | 73.6%+15.5pp | 69.0%+20.1pp |
| Annual return | 9.33% | 11.53%-2.2pp | 62.19%-52.9pp | 169.23%-159.9pp |
| Employer contribution / active EE | $2,218 | $1,997+11.1% | $2,850-22.2% | $1,963+13.0% |
| Participant deferral / active EE | $4,529 | $2,509+80.5% | $3,517+28.8% | $3,054+48.3% |
| Admin fee / account holder | $14 | $416-96.6% | $4,510-99.7% | $504-97.2% |