Filed October 23, 2024 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,554 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $45,000 |
WHITLEY PENN LLP6+ years Service code 10 · EIN 75-2392478 | Accounting | $15,900 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,125 | $52,293+45.6% | $178,499-57.4% | $73,412+3.7% |
| Participation rate | 64.9% | 65.3%-0.5pp | 81.9%-17.1pp | 72.2%-7.3pp |
| Annual return | 14.22% | 34.75%-20.5pp | 151.10%-136.9pp | 59.30%-45.1pp |
| Employer contribution / active EE | $1,862 | $1,735+7.3% | $5,011-62.8% | $2,234-16.6% |
| Participant deferral / active EE | $3,284 | $2,332+40.8% | $5,202-36.9% | $3,806-13.7% |
| Admin fee / account holder | $95 | $127-25.3% | $13,986-99.3% | $158-39.8% |