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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC4+ years Service code 15 · EIN 20-8874282 | Recordkeeping | $31,999 |
ISDANER & COMPANY, LLC4+ years Service code 15 · EIN 23-6410283 | Recordkeeping | $11,500 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,675 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $60,256 | $75,388-20.1% | $123,553-51.2% | $55,725+8.1% |
| Participation rate | 83.3% | 75.7%+7.6pp | 82.3%+1.0pp | 70.9%+12.4pp |
| Annual return | -6.17% | 4.48%-10.6pp | 119.21%-125.4pp | 244.93%-251.1pp |
| Employer contribution / active EE | $3,030 | $3,063-1.1% | $4,628-34.5% | $2,078+45.8% |
| Participant deferral / active EE | $6,889 | $5,651+21.9% | $6,426+7.2% | $3,356+105.3% |
| Admin fee / account holder | $78 | $120-34.9% | $9,284-99.2% | $115-32.3% |