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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,955 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $12,487 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,593 | $44,221-1.4% | $121,220-64.0% | $56,287-22.6% |
| Participation rate | 97.1% | 61.1%+36.1pp | 71.8%+25.4pp | 69.9%+27.3pp |
| Annual return | -3.36% | -3.58%+0.2pp | 16.94%-20.3pp | -9.96%+6.6pp |
| Employer contribution / active EE | $2,190 | $1,480+48.0% | $4,023-45.6% | $2,111+3.7% |
| Participant deferral / active EE | $3,308 | $2,521+31.2% | $3,345-1.1% | $3,350-1.3% |
| Admin fee / account holder | $161 | $480-66.5% | $5,021-96.8% | $521-69.1% |