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 | $65,946+78.4% | $81,783+43.8% | $77,671+51.4% |
| Participation rate | 99.2% | 65.8%+33.4pp | 72.4%+26.9pp | 70.6%+28.7pp |
| Annual return | 14.85% | 26.65%-11.8pp | 775.05%-760.2pp | 31.21%-16.4pp |
| Employer contribution / active EE | $5,005 | $2,371+111.1% | $2,913+71.9% | $2,726+83.6% |
| Participant deferral / active EE | $8,825 | $3,507+151.6% | $4,320+104.3% | $4,648+89.9% |
| Admin fee / account holder | $265 | $527-49.6% | $7,380-96.4% | $430-38.3% |