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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $134,292 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $41,469 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $20,036 |
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 | $62,291 | $46,173+34.9% | $170,436-63.5% | $69,631-10.5% |
| Participation rate | 97.9% | 63.9%+34.0pp | 83.6%+14.3pp | 70.7%+27.2pp |
| Annual return | 71.62% | 21.62%+50.0pp | 205.94%-134.3pp | 27571.02%-27499.4pp |
| Employer contribution / active EE | $2,586 | $1,610+60.6% | $5,433-52.4% | $2,032+27.2% |
| Participant deferral / active EE | $5,241 | $2,080+152.0% | $4,939+6.1% | $3,224+62.6% |
| Admin fee / account holder | $189 | $116+62.7% | $13,880-98.6% | $110+70.8% |