Filed July 15, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $127,174 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $36,623 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,049 | $52,722+68.9% | $90,461-1.6% | $73,412+21.3% |
| Participation rate | 97.2% | 67.7%+29.5pp | 72.7%+24.5pp | 72.2%+25.0pp |
| Annual return | 15.47% | 20.70%-5.2pp | 1294.76%-1279.3pp | 59.30%-43.8pp |
| Employer contribution / active EE | $4,417 | $1,872+136.0% | $3,264+35.3% | $2,234+97.7% |
| Participant deferral / active EE | $7,039 | $2,810+150.5% | $3,964+77.6% | $3,806+84.9% |
| Admin fee / account holder | $177 | $117+51.5% | $5,617-96.8% | $158+12.1% |