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 | $67,594-34.8% | $77,361-43.0% | $69,733-36.8% |
| Participation rate | 86.6% | 71.7%+14.9pp | 75.0%+11.6pp | 62.5%+24.1pp |
| Annual return | 13.01% | 19.20%-6.2pp | 1011.54%-998.5pp | 15.22%-2.2pp |
| Employer contribution / active EE | $1,775 | $2,649-33.0% | $2,990-40.6% | $2,250-21.1% |
| Participant deferral / active EE | $3,604 | $3,401+6.0% | $3,911-7.8% | $3,054+18.0% |
| Admin fee / account holder | $159 | $1,159-86.3% | $5,894-97.3% | $3,102-94.9% |