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| Provider | Service type | Compensation |
|---|---|---|
WASTEQUIP1+ years Service code 13 · EIN 34-1598206 | Contract Administrator | $43,309 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,769 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 49 · EIN 20-8874282 | Other Services | $16,444 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $13,556 |
GOLDBERG & DAVIS, CPA'S1+ years Filed as: GOLDBERG & DAVIS, CPAS Service code 49 · EIN 56-1751100 | Other Services | $6,900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,210 | $71,957-58.0% | $67,652-55.3% | $59,188-49.0% |
| Participation rate | 75.6% | 82.7%-7.0pp | 75.7%0pp | 69.4%+6.2pp |
| Annual return | -0.32% | 8.53%-8.8pp | 6625.40%-6625.7pp | 5.51%-5.8pp |
| Employer contribution / active EE | $317 | $2,432-87.0% | $2,266-86.0% | $2,098-84.9% |
| Participant deferral / active EE | $2,167 | $4,211-48.5% | $3,560-39.1% | $3,265-33.6% |
| Admin fee / account holder | $26 | $64-60.0% | $4,821-99.5% | $92-72.2% |