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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,740 |
Filed as: PENSIONMARK RETIREMENT GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $12,500 |
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 | $53,949 | $46,722+15.5% | $130,660-58.7% | $65,185-17.2% |
| Participation rate | 97.7% | 60.9%+36.7pp | 71.7%+25.9pp | 70.2%+27.5pp |
| Annual return | 22.66% | 24.17%-1.5pp | 1709.29%-1686.6pp | 29.38%-6.7pp |
| Employer contribution / active EE | $2,500 | $1,488+68.0% | $4,092-38.9% | $2,177+14.8% |
| Participant deferral / active EE | $3,736 | $2,545+46.8% | $3,603+3.7% | $3,514+6.3% |
| Admin fee / account holder | $174 | $453-61.6% | $5,463-96.8% | $847-79.5% |