Filed November 12, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $107,362 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $35,324 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $13,500 |
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 | $56,357 | $96,458-41.6% | $136,297-58.7% | $77,958-27.7% |
| Participation rate | 88.6% | 75.4%+13.2pp | 81.9%+6.7pp | 71.6%+16.9pp |
| Annual return | 33.84% | 23.78%+10.1pp | 5156.19%-5122.3pp | 20.87%+13.0pp |
| Employer contribution / active EE | $2,379 | $3,144-24.3% | $4,696-49.3% | $2,310+3.0% |
| Participant deferral / active EE | $5,060 | $5,902-14.3% | $6,247-19.0% | $3,537+43.1% |
| Admin fee / account holder | $100 | $80+24.7% | $9,244-98.9% | $97+3.0% |