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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,458 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $12,485 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,608 | $45,602+21.9% | $117,498-52.7% | $66,930-16.9% |
| Participation rate | 97.6% | 57.6%+39.9pp | 70.6%+27.0pp | 69.8%+27.8pp |
| Annual return | -15.37% | -16.74%+1.4pp | 29.75%-45.1pp | 1.57%-16.9pp |
| Employer contribution / active EE | $2,955 | $1,579+87.2% | $4,178-29.3% | $2,545+16.1% |
| Participant deferral / active EE | $4,473 | $2,845+57.2% | $4,071+9.9% | $4,238+5.5% |
| Admin fee / account holder | $174 | $661-73.6% | $5,646-96.9% | $593-70.6% |