Filed January 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
LOCKWOOD ADVISORS, INC5+ years Service code 28 376 MOORE ROAD · KING OF PRUSSIA, PA 19406 | Investment Management | $9,093 |
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 | $1,104 | $100,801-98.9% | $149,745-99.3% | $73,412-98.5% |
| Participation rate | 23.9% | 77.7%-53.8pp | 82.5%-58.6pp | 72.2%-48.3pp |
| Annual return | 3.70% | 265.34%-261.6pp | 276.72%-273.0pp | 59.30%-55.6pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,646-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $15 | $181-91.5% | $9,312-99.8% | $158-90.3% |