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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,146 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $25,651 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,928 | $47,456-53.8% | $172,755-87.3% | $77,775-71.8% |
| Participation rate | 28.8% | 66.3%-37.5pp | 82.6%-53.9pp | 73.2%-44.5pp |
| Annual return | 20.81% | 35.57%-14.8pp | 802.94%-782.1pp | 32.58%-11.8pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $674 | $2,560-73.7% | $5,198-87.0% | $3,966-83.0% |
| Admin fee / account holder | $130 | $81+60.4% | $13,955-99.1% | $100+29.6% |