Filed February 14, 2025 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,694,969 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $177,797 |
NORTON ROSE FULBRIGHT6+ years Filed as: NORTON HEALTHCARE INC Service code 49 · EIN 61-1028725 | Other Services | $40,786 |
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 | $74,515 | $66,513+12.0% | $178,510-58.3% | $106,273-29.9% |
| Participation rate | 97.1% | 73.8%+23.3pp | 81.9%+15.1pp | 70.8%+26.3pp |
| Annual return | 17.47% | 21.81%-4.3pp | 151.13%-133.7pp | 21.70%-4.2pp |
| Employer contribution / active EE | $3,061 | $1,776+72.4% | $5,011-38.9% | $2,722+12.4% |
| Participant deferral / active EE | $5,171 | $3,679+40.5% | $5,202-0.6% | $4,601+12.4% |
| Admin fee / account holder | $90 | $53+68.1% | $13,988-99.4% | $78+14.7% |