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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,599 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 | Advisory (Plan) | $30,624 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,841 | $65,241-51.2% | $126,539-74.8% | $85,563-62.8% |
| Participation rate | 36.4% | 48.6%-12.2pp | 69.8%-33.4pp | 66.0%-29.5pp |
| Annual return | 23.07% | 42.19%-19.1pp | 425.95%-402.9pp | 31.51%-8.4pp |
| Employer contribution / active EE | $1,231 | $1,937-36.5% | $3,674-66.5% | $2,654-53.6% |
| Participant deferral / active EE | $2,347 | $3,032-22.6% | $4,083-42.5% | $4,375-46.4% |
| Admin fee / account holder | $134 | $1,031-87.0% | $6,065-97.8% | $834-83.9% |