Filed April 29, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,650 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $7,720 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,869 | $63,905-28.2% | $74,184-38.2% | $57,658-20.4% |
| Participation rate | 73.5% | 79.8%-6.2pp | 76.6%-3.1pp | 70.2%+3.3pp |
| Annual return | 0.00% | 60.60%-60.6pp | 17.74%-17.7pp | 5.13%-5.1pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,123 | $3,448-67.4% | $3,550-68.4% | $3,061-63.3% |
| Admin fee / account holder | $177 | $91+94.1% | $5,586-96.8% | $95+87.0% |