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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $147,192 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $84,391 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $19,208 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,498 | $87,125-29.4% | $108,405-43.3% | $86,821-29.2% |
| Participation rate | 95.9% | 80.5%+15.4pp | 80.1%+15.8pp | 72.3%+23.6pp |
| Annual return | 32.40% | 25.21%+7.2pp | 905.55%-873.1pp | 97.94%-65.5pp |
| Employer contribution / active EE | $4,567 | $2,477+84.4% | $3,559+28.3% | $2,406+89.8% |
| Participant deferral / active EE | $8,227 | $6,944+18.5% | $6,563+25.3% | $4,132+99.1% |
| Admin fee / account holder | $197 | $130+51.5% | $7,297-97.3% | $170+16.4% |