Filed July 15, 2024
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $211,935 |
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $51,156 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,624 | $65,960+78.3% | $81,882+43.7% | $77,762+51.3% |
| Participation rate | 99.2% | 65.8%+33.5pp | 72.4%+26.8pp | 70.6%+28.6pp |
| Annual return | 14.85% | 26.64%-11.8pp | 779.47%-764.6pp | 31.27%-16.4pp |
| Employer contribution / active EE | $5,005 | $2,375+110.7% | $2,916+71.7% | $2,728+83.5% |
| Participant deferral / active EE | $8,825 | $3,505+151.8% | $4,323+104.1% | $4,651+89.7% |
| Admin fee / account holder | $265 | $526-49.6% | $7,360-96.4% | $433-38.7% |