Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $14,541 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,728 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,894 | $73,102-44.1% | $123,549-66.9% | $56,287-27.3% |
| Participation rate | 96.3% | 74.3%+22.0pp | 82.3%+14.0pp | 69.9%+26.4pp |
| Annual return | 14.67% | 3.01%+11.7pp | 119.20%-104.5pp | -9.96%+24.6pp |
| Employer contribution / active EE | $2,577 | $2,977-13.4% | $4,628-44.3% | $2,111+22.1% |
| Participant deferral / active EE | $6,183 | $5,423+14.0% | $6,426-3.8% | $3,350+84.6% |
| Admin fee / account holder | $38 | $554-93.1% | $9,284-99.6% | $521-92.7% |