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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $185,210 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $93,821 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $159,986 | $168,477-5.0% | $105,387+51.8% | $77,775+105.7% |
| Participation rate | 59.2% | 91.6%-32.5pp | 82.6%-23.4pp | 73.2%-14.0pp |
| Annual return | 85.47% | 25.62%+59.9pp | 26.82%+58.6pp | 32.58%+52.9pp |
| Employer contribution / active EE | $3,356 | $4,957-32.3% | $4,213-20.4% | $2,504+34.0% |
| Participant deferral / active EE | $5,136 | $8,141-36.9% | $5,502-6.7% | $3,966+29.5% |
| Admin fee / account holder | $195 | $103+90.2% | $6,559-97.0% | $100+94.8% |