Filed July 15, 2024
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $187,228 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $47,397 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,571 | $58,344+72.4% | $98,483+2.1% | $86,821+15.8% |
| Participation rate | 97.8% | 68.4%+29.4pp | 73.3%+24.5pp | 72.3%+25.5pp |
| Annual return | 16.39% | 43.47%-27.1pp | 1494.38%-1478.0pp | 97.94%-81.5pp |
| Employer contribution / active EE | $4,279 | $2,008+113.1% | $2,961+44.5% | $2,406+77.8% |
| Participant deferral / active EE | $7,191 | $3,156+127.9% | $4,276+68.2% | $4,132+74.0% |
| Admin fee / account holder | $238 | $138+72.4% | $5,953-96.0% | $170+40.1% |