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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,654 |
Filed as: PENSIONMARK Service code 27 · EIN 61-1758632 | Advisory (Plan) | $6,223 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,970 | $45,022-60.1% | $85,126-78.9% | $77,714-76.9% |
| Participation rate | 14.2% | 48.7%-34.5pp | 67.5%-53.3pp | 70.6%-56.4pp |
| Annual return | 12.71% | 79.38%-66.7pp | 66.63%-53.9pp | 31.26%-18.5pp |
| Employer contribution / active EE | $151 | $1,610-90.6% | $2,731-94.5% | $2,727-94.5% |
| Participant deferral / active EE | $1,572 | $2,811-44.1% | $4,523-65.2% | $4,649-66.2% |
| Admin fee / account holder | $291 | $913-68.2% | $6,160-95.3% | $433-32.9% |