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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,362 |
SAGEPOINT FINANCIAL INC2 years Filed as: SAGEPOINT FINANCIAL Service code 27 · EIN 20-1741754 | Advisory (Plan) | $10,493 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,671 | $99,957-21.3% | $149,696-47.4% | $73,488+7.1% |
| Participation rate | 62.4% | 75.7%-13.3pp | 82.5%-20.1pp | 70.7%-8.3pp |
| Annual return | 13.58% | 53.87%-40.3pp | 276.60%-263.0pp | 28.51%-14.9pp |
| Employer contribution / active EE | $2,140 | $3,191-32.9% | $4,644-53.9% | $2,270-5.7% |
| Participant deferral / active EE | $4,313 | $6,073-29.0% | $6,842-37.0% | $3,740+15.3% |
| Admin fee / account holder | $191 | $551-65.3% | $9,309-97.9% | $513-62.7% |