Filed August 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $83,469 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $40,108 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,835 | $46,332-18.3% | $143,799-73.7% | $64,819-41.6% |
| Participation rate | 90.9% | 64.2%+26.7pp | 80.3%+10.6pp | 71.5%+19.4pp |
| Annual return | -12.55% | -10.05%-2.5pp | -0.04%-12.5pp | 32.84%-45.4pp |
| Employer contribution / active EE | $2,503 | $1,911+31.0% | $4,952-49.5% | $2,507-0.2% |
| Participant deferral / active EE | $4,674 | $2,647+76.6% | $5,638-17.1% | $4,311+8.4% |
| Admin fee / account holder | $208 | $154+35.3% | $14,677-98.6% | $188+10.8% |