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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,088 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $27,300 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $17,914 |
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 | $41,245 | $81,537-49.4% | $149,721-72.5% | $69,631-40.8% |
| Participation rate | 92.6% | 86.1%+6.5pp | 87.1%+5.5pp | 70.7%+21.9pp |
| Annual return | 22.44% | 22.79%-0.4pp | 1501.67%-1479.2pp | 27571.02%-27548.6pp |
| Employer contribution / active EE | $1,634 | $3,239-49.5% | $5,444-70.0% | $2,032-19.6% |
| Participant deferral / active EE | $5,595 | $4,994+12.0% | $6,568-14.8% | $3,224+73.6% |
| Admin fee / account holder | $74 | $107-30.8% | $11,282-99.3% | $110-33.1% |