Filed January 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
LOCKWOOD ADVISORS, INC2+ years Service code 28 376 MOORE ROAD · KING OF PRUSSIA, PA 19406 | Investment Management | $9,266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,078 | $155,795-99.3% | $136,298-99.2% | $69,631-98.5% |
| Participation rate | 28.1% | 75.2%-47.1pp | 81.9%-53.8pp | 70.7%-42.5pp |
| Annual return | 6.35% | 232464.33%-232458.0pp | 5156.27%-5149.9pp | 27571.02%-27564.7pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $15 | $128-88.0% | $9,244-99.8% | $110-86.1% |