Filed November 4, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $20,063 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,126 |
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 | $33,103 | $44,873-26.2% | $79,466-58.3% | $56,287-41.2% |
| Participation rate | 94.7% | 68.7%+26.0pp | 73.3%+21.4pp | 69.9%+24.9pp |
| Annual return | -5.69% | 0.81%-6.5pp | 718.28%-724.0pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,691 | $2,140-21.0% | $2,800-39.6% | $2,111-19.9% |
| Participant deferral / active EE | $4,763 | $2,746+73.4% | $3,704+28.6% | $3,350+42.2% |
| Admin fee / account holder | $13 | $418-96.9% | $5,104-99.7% | $521-97.5% |