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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,346 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $6,642 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,903 | $86,655-67.8% | $119,622-76.7% | $66,938-58.3% |
| Participation rate | 63.3% | 75.6%-12.2pp | 79.3%-15.9pp | 69.8%-6.5pp |
| Annual return | -19.25% | -8.00%-11.2pp | -14.98%-4.3pp | 1.58%-20.8pp |
| Employer contribution / active EE | $279 | $2,536-89.0% | $4,232-93.4% | $2,545-89.0% |
| Participant deferral / active EE | $3,602 | $4,358-17.3% | $5,601-35.7% | $4,238-15.0% |
| Admin fee / account holder | $301 | $755-60.1% | $10,328-97.1% | $594-49.2% |