Filed February 14, 2025 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,132,392 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $133,785 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $35,613 |
NORTON ROSE FULBRIGHT2+ years Filed as: NORTON HEALTHCARE INC Service code 49 · EIN 61-1028725 | Other Services | $32,779 |
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 | $45,947 | $49,270-6.7% | $156,551-70.7% | $329,111-86.0% |
| Participation rate | 95.6% | 68.1%+27.5pp | 84.0%+11.6pp | 67.9%+27.7pp |
| Annual return | 10.82% | 23.25%-12.4pp | 32.23%-21.4pp | 16.35%-5.5pp |
| Employer contribution / active EE | $3,079 | $1,534+100.6% | $5,501-44.0% | $2,303+33.7% |
| Participant deferral / active EE | $3,649 | $2,920+25.0% | $4,871-25.1% | $3,682-0.9% |
| Admin fee / account holder | $74 | $51+46.8% | $13,028-99.4% | $754-90.2% |