Filed July 15, 2024
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $178,497 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $47,494 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,969 | $47,766+73.7% | $82,763+0.2% | $64,824+28.0% |
| Participation rate | 97.9% | 67.7%+30.2pp | 72.6%+25.4pp | 71.5%+26.4pp |
| Annual return | -16.36% | -13.06%-3.3pp | 702.45%-718.8pp | 32.84%-49.2pp |
| Employer contribution / active EE | $4,753 | $2,182+117.9% | $3,008+58.0% | $2,507+89.6% |
| Participant deferral / active EE | $7,768 | $3,332+133.1% | $4,395+76.7% | $4,311+80.2% |
| Admin fee / account holder | $211 | $143+47.7% | $5,325-96.0% | $188+12.4% |