Filed March 11, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,463,040 |
Filed as: LOCKTON RETIREMENT SERVICES Service code 27 · EIN 20-8874282 | Advisory (Plan) | $81,954 |
WARREN AVERETT, LLC6 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $7,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,669 | $89,394-23.2% | $70,092-2.0% | $89,394-23.2% |
| Participation rate | 98.1% | 71.3%+26.9pp | 70.5%+27.7pp | 71.3%+26.9pp |
| Annual return | -13.50% | -11.89%-1.6pp | 190.73%-204.2pp | -11.89%-1.6pp |
| Employer contribution / active EE | $1,971 | $3,022-34.8% | $2,559-23.0% | $3,022-34.8% |
| Participant deferral / active EE | $5,102 | $5,123-0.4% | $3,849+32.6% | $5,123-0.4% |
| Admin fee / account holder | $67 | $79-16.1% | $6,267-98.9% | $79-16.1% |