Filed July 15, 2024
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,142 |
Service code 49 · EIN 95-3845382 | Other Services | $14,934 |
Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $8,375 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,350 | $46,100+54.8% | $86,582-17.6% | $69,631+2.5% |
| Participation rate | 82.0% | 67.2%+14.8pp | 73.5%+8.4pp | 70.7%+11.3pp |
| Annual return | 9.45% | 21.02%-11.6pp | 965.08%-955.6pp | 27571.02%-27561.6pp |
| Employer contribution / active EE | $986 | $1,850-46.7% | $2,839-65.3% | $2,032-51.5% |
| Participant deferral / active EE | $2,165 | $2,432-11.0% | $3,609-40.0% | $3,224-32.8% |
| Admin fee / account holder | $72 | $94-22.8% | $4,904-98.5% | $110-34.5% |