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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $10,424 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,204 |
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 | $47,343 | $38,969+21.5% | $109,313-56.7% | $55,167-14.2% |
| Participation rate | 90.9% | 58.2%+32.6pp | 71.3%+19.6pp | 69.0%+21.9pp |
| Annual return | 8.83% | 8.26%+0.6pp | 22.07%-13.2pp | 169.23%-160.4pp |
| Employer contribution / active EE | $2,218 | $1,227+80.8% | $3,892-43.0% | $1,963+13.0% |
| Participant deferral / active EE | $3,216 | $2,176+47.8% | $3,166+1.6% | $3,054+5.3% |
| Admin fee / account holder | $69 | $501-86.2% | $5,666-98.8% | $504-86.3% |