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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $30,462 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $712 |
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 | $40,870 | $70,002-41.6% | $115,037-64.5% | $52,331-21.9% |
| Participation rate | 94.8% | 72.1%+22.7pp | 81.4%+13.4pp | 68.1%+26.7pp |
| Annual return | 3.95% | 4.04%-0.1pp | 26.14%-22.2pp | 4.54%-0.6pp |
| Employer contribution / active EE | $3,740 | $2,715+37.8% | $4,608-18.8% | $1,882+98.8% |
| Participant deferral / active EE | $6,669 | $4,920+35.6% | $6,026+10.7% | $3,022+120.7% |
| Admin fee / account holder | $194 | $566-65.8% | $8,175-97.6% | $592-67.3% |