Filed August 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK SECURITIES LLC Service code 49 · EIN 81-2334025 | Other Services | $17,266 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,468 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $7,967 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,386 | $52,961-31.3% | $172,752-78.9% | $65,185-44.2% |
| Participation rate | 88.3% | 66.2%+22.1pp | 82.6%+5.7pp | 70.2%+18.1pp |
| Annual return | 10.28% | 30.12%-19.8pp | 802.97%-792.7pp | 29.38%-19.1pp |
| Employer contribution / active EE | $2,235 | $2,190+2.1% | $5,144-56.5% | $2,177+2.7% |
| Participant deferral / active EE | $3,929 | $2,471+59.0% | $5,198-24.4% | $3,514+11.8% |
| Admin fee / account holder | $35 | $472-92.6% | $13,955-99.8% | $847-95.9% |