Filed December 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $425,034 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $26,277 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $16,023 |
Participant contribution per participant 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 | $49,300 | $88,581-44.3% | $74,184-33.5% | $65,292-24.5% |
| Participation rate | 99.1% | 86.2%+12.9pp | 76.6%+22.4pp | 72.4%+26.6pp |
| Annual return | 8.01% | 11.72%-3.7pp | 17.74%-9.7pp | 11.84%-3.8pp |
| Employer contribution / active EE | $3,477 | $3,021+15.1% | $2,370+46.7% | $2,302+51.1% |
| Participant deferral / active EE | $2,578 | $4,898-47.4% | $3,550-27.4% | $3,579-28.0% |
| Admin fee / account holder | $77 | $60+28.0% | $5,586-98.6% | $57+33.5% |