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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $316,794 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $75,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,902 | $114,195-71.2% | $106,555-69.1% | $93,010-64.6% |
| Participation rate | 91.5% | 86.4%+5.1pp | 76.1%+15.3pp | 73.9%+17.6pp |
| Annual return | 33.79% | 22.18%+11.6pp | 26.80%+7.0pp | 158.70%-124.9pp |
| Employer contribution / active EE | $1,232 | $4,009-69.3% | $2,819-56.3% | $2,705-54.5% |
| Participant deferral / active EE | $2,873 | $5,908-51.4% | $4,399-34.7% | $4,561-37.0% |
| Admin fee / account holder | $102 | $105-2.4% | $7,408-98.6% | $152-32.6% |