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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,936 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $13,190 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,209 | $84,482+26.9% | $125,363-14.5% | $66,930+60.2% |
| Participation rate | 93.0% | 76.4%+16.5pp | 82.4%+10.6pp | 69.8%+23.1pp |
| Annual return | -14.88% | -8.49%-6.4pp | 572.15%-587.0pp | 1.57%-16.5pp |
| Employer contribution / active EE | $10,155 | $3,553+185.8% | $4,815+110.9% | $2,545+299.0% |
| Participant deferral / active EE | $14,804 | $6,782+118.3% | $7,447+98.8% | $4,238+249.3% |
| Admin fee / account holder | $207 | $685-69.8% | $10,005-97.9% | $593-65.1% |