Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $126,088 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $70,731 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $170,863 | $93,182+83.4% | $146,643+16.5% | $79,391+115.2% |
| Participation rate | 84.6% | 76.4%+8.2pp | 80.1%+4.5pp | 70.7%+13.9pp |
| Annual return | 15.75% | 21.61%-5.9pp | 22.75%-7.0pp | 116.88%-101.1pp |
| Employer contribution / active EE | $767 | $2,420-68.3% | $4,137-81.5% | $2,428-68.4% |
| Participant deferral / active EE | $6,793 | $4,169+62.9% | $5,506+23.4% | $4,046+67.9% |
| Admin fee / account holder | $650 | $585+11.1% | $10,280-93.7% | $627+3.7% |