Filed October 20, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,721 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $8,993 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,014 | $58,408+81.5% | $180,320-41.2% | $69,733+52.0% |
| Participation rate | 95.6% | 54.2%+41.4pp | 71.5%+24.1pp | 62.5%+33.2pp |
| Annual return | 10.31% | 15.02%-4.7pp | 778.54%-768.2pp | 15.22%-4.9pp |
| Employer contribution / active EE | $2,764 | $1,159+138.4% | $4,108-32.7% | $2,250+22.8% |
| Participant deferral / active EE | $7,360 | $2,723+170.3% | $4,304+71.0% | $3,054+141.0% |
| Admin fee / account holder | $306 | $4,205-92.7% | $10,000-96.9% | $3,102-90.1% |