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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $26,062 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,957 |
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 | $65,047 | $72,770-10.6% | $67,652-3.9% | $55,191+17.9% |
| Participation rate | 75.4% | 78.8%-3.4pp | 75.7%-0.3pp | 69.2%+6.2pp |
| Annual return | 0.31% | -3.26%+3.6pp | 6625.04%-6624.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,956 | $1,769+10.6% | $2,266-13.6% | $1,899+3.0% |
| Participant deferral / active EE | $3,432 | $3,408+0.7% | $3,560-3.6% | $3,046+12.7% |
| Admin fee / account holder | $34 | $79-57.5% | $4,821-99.3% | $91-63.1% |