Filed November 12, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,272 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $15,966 |
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 | $51,294 | $80,177-36.0% | $123,894-58.6% | $57,658-11.0% |
| Participation rate | 87.1% | 74.4%+12.6pp | 81.4%+5.6pp | 70.2%+16.8pp |
| Annual return | 13.25% | 17.90%-4.7pp | 47.52%-34.3pp | 5.13%+8.1pp |
| Employer contribution / active EE | $2,465 | $2,913-15.4% | $4,617-46.6% | $1,974+24.9% |
| Participant deferral / active EE | $4,977 | $5,130-3.0% | $5,984-16.8% | $3,061+62.6% |
| Admin fee / account holder | $43 | $106-59.4% | $8,357-99.5% | $95-54.4% |