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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $12,500 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,597 |
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 | $48,763 | $63,156-22.8% | $122,354-60.1% | $62,293-21.7% |
| Participation rate | 91.7% | 60.0%+31.6pp | 71.6%+20.0pp | 69.5%+22.2pp |
| Annual return | 15.27% | 20.61%-5.3pp | 30.28%-15.0pp | 28.90%-13.6pp |
| Employer contribution / active EE | $1,907 | $1,385+37.7% | $4,051-52.9% | $2,042-6.6% |
| Participant deferral / active EE | $3,125 | $2,321+34.7% | $3,287-4.9% | $3,169-1.4% |
| Admin fee / account holder | $83 | $440-81.0% | $5,479-98.5% | $479-82.6% |