Filed November 15, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $64,384 |
HENRY & HORNE, LLP5+ years Service code 10 · EIN 86-0133881 | Accounting | $11,999 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $4,775 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1116938 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $755,339-100.0% | $379,746-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 81.8%-81.8pp | 78.4%-78.4pp | 82.0%-82.0pp |
| Annual return | 0.94% | 53.41%-52.5pp | 34.90%-34.0pp | 302.99%-302.0pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $7,938-100.0% | $6,024-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,252-100.0% |