Filed February 14, 2025 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,471,437 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $144,252 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $42,381 |
NORTON ROSE FULBRIGHT3+ years Filed as: NORTON HEALTHCARE INC Service code 49 · EIN 61-1028725 | Other Services | $37,491 |
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 | $53,533 | $53,684-0.3% | $170,435-68.6% | $80,976-33.9% |
| Participation rate | 96.5% | 69.2%+27.3pp | 83.6%+12.9pp | 68.3%+28.3pp |
| Annual return | 16.93% | 25.97%-9.0pp | 205.94%-189.0pp | 22.91%-6.0pp |
| Employer contribution / active EE | $3,027 | $1,642+84.4% | $5,432-44.3% | $2,402+26.0% |
| Participant deferral / active EE | $3,891 | $3,017+29.0% | $4,939-21.2% | $3,848+1.1% |
| Admin fee / account holder | $91 | $46+95.9% | $13,881-99.3% | $67+34.6% |