Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $187,080 |
Filed as: SAGVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $50,248 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,002 | $81,301-87.7% | $76,030-86.8% | $200,096-95.0% |
| Participation rate | 88.8% | 70.1%+18.7pp | 69.1%+19.7pp | 72.0%+16.7pp |
| Annual return | 18.57% | 16.31%+2.3pp | 361.54%-343.0pp | 34.26%-15.7pp |
| Employer contribution / active EE | $585 | $3,352-82.6% | $2,688-78.2% | $3,038-80.7% |
| Participant deferral / active EE | $2,688 | $4,721-43.1% | $4,257-36.9% | $5,090-47.2% |
| Admin fee / account holder | $144 | $145-0.5% | $6,421-97.8% | $269-46.4% |