Filed August 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,888 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $30,141 |
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 | $46,519 | $56,511-17.7% | $185,837-75.0% | $86,813-46.4% |
| Participation rate | 87.9% | 65.5%+22.4pp | 81.7%+6.2pp | 72.3%+15.7pp |
| Annual return | 32.82% | 118.12%-85.3pp | 122.08%-89.3pp | 97.93%-65.1pp |
| Employer contribution / active EE | $2,255 | $1,844+22.3% | $5,168-56.4% | $2,406-6.3% |
| Participant deferral / active EE | $3,872 | $2,554+51.6% | $5,568-30.5% | $4,131-6.3% |
| Admin fee / account holder | $250 | $150+66.9% | $16,241-98.5% | $170+47.2% |