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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $126,814 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $9,222 |
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 | $56,717 | $79,519-28.7% | $95,960-40.9% | $73,412-22.7% |
| Participation rate | 94.2% | 81.2%+13.1pp | 77.1%+17.2pp | 72.2%+22.1pp |
| Annual return | 31.69% | 19.20%+12.5pp | 91.63%-59.9pp | 59.30%-27.6pp |
| Employer contribution / active EE | $991 | $2,048-51.6% | $2,541-61.0% | $2,234-55.6% |
| Participant deferral / active EE | $3,126 | $4,138-24.5% | $4,167-25.0% | $3,806-17.9% |
| Admin fee / account holder | $165 | $184-10.3% | $6,797-97.6% | $158+4.7% |