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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $48,989 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 PO BOX 219153 · KANSAS CITY, MO 64121 | Other Commissions | $23,934 |
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 | $54,262 | $56,640-4.2% | $78,002-30.4% | $55,167-1.6% |
| Participation rate | 91.9% | 73.3%+18.6pp | 75.5%+16.4pp | 69.0%+22.9pp |
| Annual return | 11.05% | 2868.48%-2857.4pp | 425.99%-414.9pp | 169.23%-158.2pp |
| Employer contribution / active EE | $2,412 | $1,724+39.9% | $2,470-2.4% | $1,963+22.9% |
| Participant deferral / active EE | $4,705 | $2,778+69.4% | $3,497+34.6% | $3,054+54.1% |
| Admin fee / account holder | $241 | $467-48.3% | $5,481-95.6% | $504-52.1% |