Filed November 29, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,634 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 51-0492818 | Advisory (Plan) | $12,355 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,350 | $58,292+37.8% | $86,640-7.3% | $71,511+12.4% |
| Participation rate | 99.4% | 65.0%+34.3pp | 71.7%+27.6pp | 67.9%+31.4pp |
| Annual return | 17.52% | 21.63%-4.1pp | 592.52%-575.0pp | 28.86%-11.3pp |
| Employer contribution / active EE | $7,348 | $2,574+185.5% | $3,024+143.0% | $2,589+183.8% |
| Participant deferral / active EE | $7,226 | $3,438+110.2% | $4,438+62.8% | $4,291+68.4% |
| Admin fee / account holder | $485 | $1,057-54.1% | $5,616-91.4% | $1,588-69.5% |