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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,225 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $21,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,221 | $91,439+14.0% | $135,974-23.4% | $71,511+45.7% |
| Participation rate | 96.0% | 75.7%+20.4pp | 81.9%+14.1pp | 67.9%+28.1pp |
| Annual return | 16.04% | 29.90%-13.9pp | 68.30%-52.3pp | 28.86%-12.8pp |
| Employer contribution / active EE | $1,162 | $3,705-68.6% | $4,859-76.1% | $2,589-55.1% |
| Participant deferral / active EE | $8,581 | $7,093+21.0% | $7,760+10.6% | $4,291+100.0% |
| Admin fee / account holder | $228 | $1,267-82.0% | $10,767-97.9% | $1,588-85.6% |