Filed August 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $193,271 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $59,229 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $13,691 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,376 | $50,860-10.8% | $155,574-70.8% | $77,714-41.6% |
| Participation rate | 96.8% | 63.1%+33.7pp | 78.2%+18.6pp | 70.6%+26.2pp |
| Annual return | 145.65% | 34.86%+110.8pp | 64.87%+80.8pp | 31.26%+114.4pp |
| Employer contribution / active EE | $1,686 | $1,991-15.3% | $4,676-63.9% | $2,727-38.2% |
| Participant deferral / active EE | $3,715 | $2,825+31.5% | $5,629-34.0% | $4,649-20.1% |
| Admin fee / account holder | $181 | $436-58.6% | $15,914-98.9% | $433-58.3% |