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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,490 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $55,348 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $37,500 |
Filed as: ZENO POCKL LILLY AND COPELAND, AC Service code 10 · EIN 46-3686044 | Accounting | $30,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,542 | $48,082-32.3% | $77,513-58.0% | $106,222-69.4% |
| Participation rate | 10.5% | 33.6%-23.1pp | 54.2%-43.7pp | 70.8%-60.3pp |
| Annual return | 16.11% | 15.72%+0.4pp | 54.81%-38.7pp | 21.69%-5.6pp |
| Employer contribution / active EE | $60 | $457-86.9% | $987-93.9% | $2,723-97.8% |
| Participant deferral / active EE | $287 | $1,043-72.5% | $1,861-84.6% | $4,600-93.8% |
| Admin fee / account holder | $29 | $79-64.1% | $2,859-99.0% | $78-63.6% |