Filed July 15, 2024
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $196,678 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $48,334 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,847 | $52,188+93.2% | $86,640+16.4% | $74,460+35.4% |
| Participation rate | 98.8% | 66.3%+32.5pp | 71.7%+27.1pp | 70.7%+28.1pp |
| Annual return | 18.52% | 44.46%-25.9pp | 592.52%-574.0pp | 34.38%-15.9pp |
| Employer contribution / active EE | $5,065 | $2,282+122.0% | $3,024+67.5% | $2,638+92.0% |
| Participant deferral / active EE | $8,520 | $3,383+151.9% | $4,438+92.0% | $4,530+88.1% |
| Admin fee / account holder | $237 | $319-25.5% | $5,616-95.8% | $348-31.7% |