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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 49 · EIN 20-8874282 | Other Services | $11,250 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 28 · EIN 62-0951563 | Investment Management | $11,203 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $9,025 |
ADP BROKER-DEALER1+ years Filed as: PENSION CONSULTANTS, INC Service code 17 · EIN 06-1504963 | Pension Consulting | $1,651 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,437 | $55,453+3.6% | $170,435-66.3% | $62,293-7.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.58% | 21.38%-6.8pp | 205.94%-191.4pp | 28.90%-14.3pp |
| Employer contribution / active EE | $2 | $2,164-99.9% | $5,432-100.0% | $2,042-99.9% |
| Participant deferral / active EE | $2,546 | $2,303+10.6% | $4,939-48.5% | $3,169-19.7% |
| Admin fee / account holder | $148 | $455-67.4% | $13,881-98.9% | $479-69.0% |