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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,376 | $50,815-10.7% | $155,509-70.8% | $77,643-41.6% |
| Participation rate | 96.8% | 63.1%+33.7pp | 78.2%+18.6pp | 70.6%+26.3pp |
| Annual return | 145.65% | 34.80%+110.8pp | 64.67%+81.0pp | 31.24%+114.4pp |
| Employer contribution / active EE | $1,686 | $1,993-15.4% | $4,672-63.9% | $2,726-38.1% |
| Participant deferral / active EE | $3,715 | $2,822+31.6% | $5,626-34.0% | $4,647-20.1% |
| Admin fee / account holder | $181 | $437-58.6% | $15,912-98.9% | $430-58.0% |