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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $32,850 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,468 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $7,832 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,723 | $68,413-43.4% | $123,105-68.5% | $55,191-29.8% |
| Participation rate | 82.6% | 84.5%-1.9pp | 86.8%-4.2pp | 69.2%+13.4pp |
| Annual return | 2.67% | 6.30%-3.6pp | 13.22%-10.5pp | 10.78%-8.1pp |
| Employer contribution / active EE | $1,619 | $3,050-46.9% | $5,151-68.6% | $1,899-14.7% |
| Participant deferral / active EE | $5,396 | $4,490+20.2% | $6,229-13.4% | $3,046+77.1% |
| Admin fee / account holder | $46 | $88-48.1% | $9,014-99.5% | $91-49.8% |