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 | $64,705-31.9% | $62,929-29.9% | $67,986-35.2% |
| Participation rate | 86.6% | 65.6%+21.0pp | 73.1%+13.5pp | 57.2%+29.4pp |
| Annual return | 13.01% | 20.31%-7.3pp | 1063.93%-1050.9pp | 31.67%-18.7pp |
| Employer contribution / active EE | $1,775 | $2,376-25.3% | $2,505-29.1% | $2,019-12.1% |
| Participant deferral / active EE | $3,604 | $3,198+12.7% | $3,888-7.3% | $3,358+7.3% |
| Admin fee / account holder | $159 | $1,428-88.9% | $5,065-96.9% | $3,203-95.0% |