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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,662 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $3,599 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,632 | $72,770-34.5% | $67,652-29.6% | $55,191-13.7% |
| Participation rate | 99.8% | 78.8%+21.0pp | 75.7%+24.1pp | 69.2%+30.6pp |
| Annual return | -1.22% | -3.26%+2.0pp | 6625.40%-6626.6pp | 10.78%-12.0pp |
| Employer contribution / active EE | $763 | $1,769-56.9% | $2,266-66.3% | $1,899-59.8% |
| Participant deferral / active EE | $2,346 | $3,408-31.2% | $3,560-34.1% | $3,046-23.0% |
| Admin fee / account holder | $36 | $79-54.3% | $4,821-99.3% | $91-60.3% |