Filed October 23, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,853 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $26,527 |
WHITLEY PENN LLP2+ years Service code 10 · EIN 75-2393478 | Accounting | $13,773 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $11,381 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,375 | $36,916+39.2% | $156,551-67.2% | $57,658-10.9% |
| Participation rate | 61.7% | 63.4%-1.7pp | 84.0%-22.3pp | 70.2%-8.5pp |
| Annual return | 7.43% | 12.38%-5.0pp | 32.23%-24.8pp | 5.13%+2.3pp |
| Employer contribution / active EE | $1,391 | $1,571-11.4% | $5,501-74.7% | $1,974-29.5% |
| Participant deferral / active EE | $2,365 | $1,926+22.8% | $4,871-51.4% | $3,061-22.7% |
| Admin fee / account holder | $47 | $82-43.4% | $13,028-99.6% | $95-50.6% |