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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,182 | $54,705+245.8% | $71,209+165.7% | $84,808+123.1% |
| Participation rate | 84.3% | 64.1%+20.2pp | 73.8%+10.6pp | 68.3%+16.0pp |
| Annual return | 17.75% | 35.90%-18.1pp | 282.51%-264.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $7,157 | $2,158+231.7% | $2,721+163.0% | $2,631+172.0% |
| Participant deferral / active EE | $18,292 | $3,030+503.6% | $4,175+338.1% | $4,212+334.3% |
| Admin fee / account holder | $731 | $4,863-85.0% | $5,349-86.3% | $7,344-90.1% |