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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $303,694 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $82,773 |
FRIEDMAN & ANSPACH3 years Filed as: FRIEDMAN LLP Service code 10 · EIN 13-1610809 | Accounting | $21,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,695 | $48,464+14.9% | $90,970-38.8% | $106,273-47.6% |
| Participation rate | 6.5% | 53.1%-46.6pp | 69.0%-62.5pp | 70.8%-64.3pp |
| Annual return | 9.80% | 16.72%-6.9pp | 134.58%-124.8pp | 21.70%-11.9pp |
| Employer contribution / active EE | $111 | $939-88.1% | $2,122-94.8% | $2,722-95.9% |
| Participant deferral / active EE | $206 | $1,510-86.3% | $3,373-93.9% | $4,601-95.5% |
| Admin fee / account holder | $269 | $58+363.3% | $5,960-95.5% | $78+242.6% |