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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,569 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $21,523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $295,080 | $61,616+378.9% | $105,754+179.0% | $55,167+434.9% |
| Participation rate | 65.1% | 72.9%-7.8pp | 78.9%-13.8pp | 69.0%-3.9pp |
| Annual return | 2.92% | 11.15%-8.2pp | 12.25%-9.3pp | 169.23%-166.3pp |
| Employer contribution / active EE | $7,866 | $3,043+158.5% | $4,079+92.8% | $1,963+300.8% |
| Participant deferral / active EE | $2,864 | $4,213-32.0% | $5,326-46.2% | $3,054-6.2% |
| Admin fee / account holder | $540 | $379+42.7% | $8,309-93.5% | $504+7.2% |