Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,591 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $27,493 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,598 | $56,095-75.8% | $178,499-92.4% | $90,274-84.9% |
| Participation rate | 62.4% | 65.6%-3.1pp | 81.9%-19.5pp | 73.4%-10.9pp |
| Annual return | 13.66% | 28.81%-15.2pp | 151.10%-137.4pp | 53.97%-40.3pp |
| Employer contribution / active EE | $20 | $1,572-98.7% | $5,011-99.6% | $2,523-99.2% |
| Participant deferral / active EE | $839 | $2,669-68.6% | $5,202-83.9% | $4,231-80.2% |
| Admin fee / account holder | $61 | $101-39.2% | $13,986-99.6% | $114-46.4% |