Filed February 14, 2025 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,035,639 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $193,213 |
NORTON ROSE FULBRIGHT5+ years Filed as: NORTON HEALTHCARE INC Service code 49 · EIN 61-1028725 | Other Services | $50,205 |
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 | $66,060 | $58,202+13.5% | $172,757-61.8% | $89,609-26.3% |
| Participation rate | 97.9% | 72.8%+25.1pp | 82.6%+15.3pp | 69.6%+28.4pp |
| Annual return | 24.25% | 61.59%-37.3pp | 803.06%-778.8pp | 33.65%-9.4pp |
| Employer contribution / active EE | $3,030 | $1,759+72.3% | $5,144-41.1% | $2,584+17.2% |
| Participant deferral / active EE | $4,911 | $3,335+47.3% | $5,198-5.5% | $4,222+16.3% |
| Admin fee / account holder | $113 | $53+115.7% | $13,956-99.2% | $72+58.3% |