Filed December 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $359,421 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $25,569 |
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 | $45,937 | $71,957-36.2% | $67,652-32.1% | $59,188-22.4% |
| Participation rate | 99.1% | 82.7%+16.4pp | 75.7%+23.4pp | 69.4%+29.7pp |
| Annual return | 2.38% | 8.53%-6.2pp | 6625.40%-6623.0pp | 5.51%-3.1pp |
| Employer contribution / active EE | $3,221 | $2,432+32.5% | $2,266+42.2% | $2,098+53.5% |
| Participant deferral / active EE | $2,338 | $4,211-44.5% | $3,560-34.3% | $3,265-28.4% |
| Admin fee / account holder | $68 | $64+6.5% | $4,821-98.6% | $92-25.9% |