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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,317 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $21,309 |
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 | $18,664 | $56,443-66.9% | $83,830-77.7% | $55,725-66.5% |
| Participation rate | 98.6% | 72.0%+26.6pp | 76.1%+22.5pp | 70.9%+27.8pp |
| Annual return | -6.33% | 393.67%-400.0pp | 850.97%-857.3pp | 244.93%-251.3pp |
| Employer contribution / active EE | $455 | $2,682-83.0% | $3,631-87.5% | $2,078-78.1% |
| Participant deferral / active EE | $3,321 | $2,965+12.0% | $4,082-18.6% | $3,356-1.0% |
| Admin fee / account holder | $86 | $156-45.1% | $5,479-98.4% | $115-25.5% |