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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,325 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $36,374 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $15,507 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,484 | $69,305+13.2% | $82,313-4.7% | $69,631+12.7% |
| Participation rate | 63.8% | 80.3%-16.5pp | 76.9%-13.1pp | 70.7%-6.9pp |
| Annual return | 15.00% | 21.47%-6.5pp | 25.88%-10.9pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $1,842 | $1,887-2.3% | $2,428-24.1% | $2,032-9.3% |
| Participant deferral / active EE | $3,214 | $3,568-9.9% | $3,706-13.3% | $3,224-0.3% |
| Admin fee / account holder | $187 | $97+92.8% | $5,608-96.7% | $110+69.7% |