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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,331 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $20,089 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,611 | $59,186-26.3% | $76,768-43.2% | $56,287-22.5% |
| Participation rate | 78.9% | 75.2%+3.7pp | 77.0%+1.9pp | 69.9%+9.0pp |
| Annual return | -6.85% | 6.62%-13.5pp | 2.43%-9.3pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,698 | $1,759-3.4% | $2,485-31.7% | $2,111-19.6% |
| Participant deferral / active EE | $2,867 | $3,255-11.9% | $3,852-25.6% | $3,350-14.4% |
| Admin fee / account holder | $308 | $489-37.0% | $6,675-95.4% | $521-40.8% |