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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $74,967 |
Service code 37 · EIN 04-2647786 | Loan Processing | $50,827 |
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 | $84,763 | $87,621-3.3% | $86,451-2.0% | $77,906+8.8% |
| Participation rate | 92.3% | 85.8%+6.5pp | 80.3%+12.0pp | 73.7%+18.6pp |
| Annual return | -15.68% | -13.90%-1.8pp | 4398.51%-4414.2pp | 12.16%-27.8pp |
| Employer contribution / active EE | $6,116 | $3,474+76.1% | $3,770+62.2% | $2,846+114.9% |
| Participant deferral / active EE | $14,959 | $8,645+73.0% | $6,953+115.1% | $4,805+211.3% |
| Admin fee / account holder | $87 | $85+3.3% | $6,734-98.7% | $133-34.1% |