Filed April 14, 2023 (most recent of 2 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INS COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $36,295 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $17,422 |
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 | $44,082 | $65,084-32.3% | $67,681-34.9% | $64,340-31.5% |
| Participation rate | 86.6% | 66.7%+19.8pp | 73.7%+12.8pp | 55.2%+31.3pp |
| Annual return | 13.01% | 20.50%-7.5pp | 590.58%-577.6pp | 24.14%-11.1pp |
| Employer contribution / active EE | $1,775 | $2,398-26.0% | $2,678-33.7% | $1,862-4.7% |
| Participant deferral / active EE | $3,604 | $3,210+12.3% | $3,976-9.3% | $2,980+20.9% |
| Admin fee / account holder | $159 | $1,415-88.7% | $6,100-97.4% | $3,703-95.7% |