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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,185 |
Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $7,567 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,687 | $74,552-81.6% | $63,005-78.3% | $69,631-80.3% |
| Participation rate | 99.2% | 78.3%+20.9pp | 74.8%+24.3pp | 70.7%+28.5pp |
| Annual return | 19.46% | 15.77%+3.7pp | 87.59%-68.1pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $699 | $2,929-76.1% | $2,760-74.7% | $2,032-65.6% |
| Participant deferral / active EE | $2,491 | $2,974-16.3% | $3,329-25.2% | $3,224-22.7% |
| Admin fee / account holder | $118 | $59+99.1% | $3,599-96.7% | $110+7.1% |