Filed November 12, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,666 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $13,122 |
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 | $53,112 | $88,324-39.9% | $115,037-53.8% | $55,191-3.8% |
| Participation rate | 81.4% | 72.5%+8.8pp | 81.4%0pp | 69.2%+12.2pp |
| Annual return | 8.35% | 6.30%+2.1pp | 26.14%-17.8pp | 10.78%-2.4pp |
| Employer contribution / active EE | $2,329 | $2,805-17.0% | $4,608-49.4% | $1,899+22.7% |
| Participant deferral / active EE | $4,998 | $5,042-0.9% | $6,026-17.1% | $3,046+64.1% |
| Admin fee / account holder | $59 | $105-43.9% | $8,175-99.3% | $91-34.9% |