Filed January 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
LOCKWOOD ADVISORS, INC1+ years Service code 28 376 MOORE ROAD · KING OF PRUSSIA, PA 19406 | Investment Management | $9,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,027 | $80,177-98.7% | $123,894-99.2% | $57,658-98.2% |
| Participation rate | 25.1% | 74.4%-49.3pp | 81.4%-56.3pp | 70.2%-45.1pp |
| Annual return | 0.10% | 17.90%-17.8pp | 47.52%-47.4pp | 5.13%-5.0pp |
| Employer contribution / active EE | $1 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $15 | $106-86.0% | $8,357-99.8% | $95-84.2% |