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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 | Contract Administrator | $26,201 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $5,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,264 | $64,176-74.7% | $112,249-85.5% | $66,938-75.7% |
| Participation rate | 45.8% | 68.4%-22.6pp | 75.1%-29.2pp | 69.8%-24.0pp |
| Annual return | -20.29% | -13.80%-6.5pp | 27.48%-47.8pp | 1.58%-21.9pp |
| Employer contribution / active EE | $1,054 | $3,007-64.9% | $3,636-71.0% | $2,545-58.6% |
| Participant deferral / active EE | $2,124 | $3,694-42.5% | $4,729-55.1% | $4,238-49.9% |
| Admin fee / account holder | $314 | $626-49.9% | $6,412-95.1% | $594-47.2% |