Filed June 4, 2020
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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $8,985 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,880 | $50,498-9.1% | $75,784-39.5% | $55,191-16.9% |
| Participation rate | 65.7% | 69.4%-3.7pp | 75.8%-10.1pp | 69.2%-3.4pp |
| Annual return | 0.25% | 1.80%-1.5pp | 9.68%-9.4pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,759 | $2,291-23.2% | $3,323-47.1% | $1,899-7.3% |
| Participant deferral / active EE | $2,744 | $2,589+6.0% | $3,652-24.8% | $3,046-9.9% |
| Admin fee / account holder | $20 | $123-83.4% | $5,300-99.6% | $91-77.5% |