Filed January 23, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,067 |
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $55,023 |
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 | $189,182 | $51,638+266.4% | $68,368+176.7% | $82,448+129.5% |
| Participation rate | 84.3% | 63.6%+20.7pp | 73.8%+10.6pp | 68.1%+16.2pp |
| Annual return | 17.75% | 37.53%-19.8pp | 292.57%-274.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $7,157 | $2,047+249.7% | $2,649+170.2% | $2,551+180.6% |
| Participant deferral / active EE | $18,292 | $2,914+527.8% | $4,123+343.7% | $4,139+341.9% |
| Admin fee / account holder | $731 | $4,643-84.3% | $5,150-85.8% | $7,234-89.9% |