Filed January 11, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $189,196 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $112,294 |
LTSP, INC.1 year Filed as: LTSP, INC Service code 10 · EIN 95-3864890 | Accounting | $8,500 |
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 | $46,494 | $96,458-51.8% | $136,298-65.9% | $77,958-40.4% |
| Participation rate | 98.6% | 75.4%+23.2pp | 81.9%+16.6pp | 71.6%+26.9pp |
| Annual return | 25.14% | 23.78%+1.4pp | 5156.27%-5131.1pp | 20.87%+4.3pp |
| Employer contribution / active EE | $5,048 | $3,144+60.6% | $4,696+7.5% | $2,310+118.5% |
| Participant deferral / active EE | $8,761 | $5,902+48.4% | $6,247+40.2% | $3,537+147.7% |
| Admin fee / account holder | $101 | $80+25.8% | $9,244-98.9% | $97+3.9% |