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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,556 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $35,750 |
BERKOWITZ POLLACK BRANT1 year Service code 10 · EIN 59-2742314 | Accounting | $26,872 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,563 | $39,819+42.1% | $67,834-16.6% | $57,658-1.9% |
| Participation rate | 83.8% | 61.2%+22.6pp | 68.8%+15.0pp | 70.2%+13.6pp |
| Annual return | -49.37% | 9.19%-58.6pp | 138.47%-187.8pp | 5.13%-54.5pp |
| Employer contribution / active EE | $2,305 | $1,277+80.5% | $2,403-4.1% | $1,974+16.8% |
| Participant deferral / active EE | $5,272 | $2,209+138.6% | $3,160+66.8% | $3,061+72.3% |
| Admin fee / account holder | $71 | $84-15.3% | $4,622-98.5% | $95-25.1% |