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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $266,786 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $67,059 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,634 | $88,874-88.0% | $123,553-91.4% | $75,289-85.9% |
| Participation rate | 90.1% | 75.9%+14.2pp | 82.3%+7.8pp | 72.4%+17.6pp |
| Annual return | -5.91% | 4.22%-10.1pp | 119.21%-125.1pp | -0.04%-5.9pp |
| Employer contribution / active EE | $837 | $3,256-74.3% | $4,628-81.9% | $2,405-65.2% |
| Participant deferral / active EE | $2,306 | $6,174-62.7% | $6,426-64.1% | $3,739-38.3% |
| Admin fee / account holder | $106 | $95+12.3% | $9,284-98.9% | $102+3.8% |