Filed November 4, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC6+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $25,607 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,473 |
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 | $47,814 | $66,124-27.7% | $90,430-47.1% | $73,493-34.9% |
| Participation rate | 98.1% | 69.7%+28.5pp | 72.7%+25.5pp | 70.7%+27.5pp |
| Annual return | 19.90% | 17.65%+2.2pp | 1293.73%-1273.8pp | 28.51%-8.6pp |
| Employer contribution / active EE | $2,155 | $2,346-8.2% | $3,262-33.9% | $2,270-5.1% |
| Participant deferral / active EE | $5,918 | $3,039+94.7% | $3,963+49.3% | $3,740+58.2% |
| Admin fee / account holder | $9 | $396-97.8% | $5,613-99.8% | $513-98.3% |