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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,388 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $19,471 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,520 | $57,921-71.5% | $84,753-80.5% | $57,658-71.3% |
| Participation rate | 99.0% | 72.9%+26.1pp | 76.6%+22.4pp | 70.2%+28.8pp |
| Annual return | 9.53% | 10.24%-0.7pp | 22.78%-13.3pp | 5.13%+4.4pp |
| Employer contribution / active EE | $433 | $2,598-83.3% | $3,574-87.9% | $1,974-78.1% |
| Participant deferral / active EE | $2,929 | $2,742+6.8% | $3,712-21.1% | $3,061-4.3% |
| Admin fee / account holder | $113 | $130-12.8% | $5,333-97.9% | $95+19.7% |