Filed August 11, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,236 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $19,001 |
Filed as: PENSIONMARK SECURITIES LLC Service code 49 · EIN 81-2334025 | Other Services | $6,909 |
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 | $36,854 | $52,293-29.5% | $178,503-79.4% | $73,412-49.8% |
| Participation rate | 93.9% | 65.3%+28.5pp | 81.9%+11.9pp | 72.2%+21.7pp |
| Annual return | 7.15% | 34.75%-27.6pp | 151.12%-144.0pp | 59.30%-52.1pp |
| Employer contribution / active EE | $2,309 | $1,736+33.0% | $5,011-53.9% | $2,234+3.4% |
| Participant deferral / active EE | $4,008 | $2,333+71.8% | $5,202-23.0% | $3,806+5.3% |
| Admin fee / account holder | $223 | $127+75.1% | $13,987-98.4% | $158+41.2% |