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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,200 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $10,239 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,420 | $79,089-60.3% | $100,392-68.7% | $74,459-57.8% |
| Participation rate | 86.1% | 79.4%+6.7pp | 81.5%+4.6pp | 67.2%+18.9pp |
| Annual return | 20.59% | 20.61%0pp | 49.45%-28.9pp | 1369.70%-1349.1pp |
| Employer contribution / active EE | $3,937 | $3,015+30.6% | $3,941-0.1% | $2,626+49.9% |
| Participant deferral / active EE | $8,398 | $7,747+8.4% | $8,090+3.8% | $4,350+93.1% |
| Admin fee / account holder | $319 | $1,336-76.1% | $7,904-96.0% | $1,945-83.6% |