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, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $48,411 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $9,910 |
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 | $81,354 | $55,182+47.4% | $73,309+11.0% | $55,191+47.4% |
| Participation rate | 84.3% | 73.9%+10.3pp | 74.9%+9.3pp | 69.2%+15.1pp |
| Annual return | 0.99% | 8.55%-7.6pp | 5.67%-4.7pp | 10.78%-9.8pp |
| Employer contribution / active EE | $1,894 | $1,935-2.1% | $3,237-41.5% | $1,899-0.2% |
| Participant deferral / active EE | $6,640 | $4,641+43.1% | $4,991+33.0% | $3,046+118.0% |
| Admin fee / account holder | $66 | $68-3.6% | $5,635-98.8% | $91-27.3% |