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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $252,113 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $76,850 |
MARCUM LLP2 years Service code 10 · EIN 13-1610809 | Accounting | $20,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,198 | $44,626+52.8% | $86,216-20.9% | $80,157-14.9% |
| Participation rate | 19.0% | 63.5%-44.5pp | 69.0%-50.0pp | 72.9%-53.9pp |
| Annual return | 11.19% | 19.61%-8.4pp | 1169.42%-1158.2pp | 40.39%-29.2pp |
| Employer contribution / active EE | $426 | $1,099-61.2% | $2,382-82.1% | $2,977-85.7% |
| Participant deferral / active EE | $792 | $2,769-71.4% | $3,986-80.1% | $5,015-84.2% |
| Admin fee / account holder | $239 | $133+79.4% | $6,853-96.5% | $145+64.9% |