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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,121 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $12,490 |
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 | $64,549 | $53,901+19.8% | $134,162-51.9% | $73,493-12.2% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.2%+27.8pp | 70.7%+29.3pp |
| Annual return | 15.84% | 15.82%0pp | 36.35%-20.5pp | 28.51%-12.7pp |
| Employer contribution / active EE | $2,926 | $1,458+100.7% | $3,705-21.0% | $2,270+28.9% |
| Participant deferral / active EE | $4,030 | $2,739+47.1% | $3,500+15.2% | $3,740+7.8% |
| Admin fee / account holder | $177 | $581-69.5% | $6,685-97.3% | $513-65.5% |