Filed November 29, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,045 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $6,863 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,108 | $44,873-24.0% | $79,467-57.1% | $56,289-39.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -7.27% | 0.81%-8.1pp | 718.30%-725.6pp | -9.96%+2.7pp |
| Employer contribution / active EE | $5,347 | $2,140+149.9% | $2,800+91.0% | $2,111+153.3% |
| Participant deferral / active EE | $3,857 | $2,746+40.5% | $3,704+4.1% | $3,350+15.1% |
| Admin fee / account holder | $252 | $418-39.7% | $5,104-95.1% | $521-51.6% |