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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) | $13,736 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,531 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,968 | $48,277-48.3% | $63,517-60.7% | $55,191-54.8% |
| Participation rate | 63.9% | 69.4%-5.5pp | 71.0%-7.1pp | 69.2%-5.2pp |
| Annual return | 0.47% | 2.37%-1.9pp | -70.30%+70.8pp | 10.78%-10.3pp |
| Employer contribution / active EE | $494 | $1,592-69.0% | $2,322-78.7% | $1,899-74.0% |
| Participant deferral / active EE | $1,327 | $2,432-45.4% | $2,953-55.1% | $3,046-56.4% |
| Admin fee / account holder | $38 | $86-55.5% | $5,892-99.4% | $91-57.9% |