Filed January 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
LOCKWOOD ADVISORS, INC7+ years Service code 28 376 MOORE ROAD · KING OF PRUSSIA, PA 19406 | Investment Management | $12,761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,083 | $82,188-98.7% | $125,391-99.1% | $64,824-98.3% |
| Participation rate | 24.4% | 77.9%-53.5pp | 82.4%-58.0pp | 71.5%-47.1pp |
| Annual return | -14.14% | 3.50%-17.6pp | 572.41%-586.5pp | 32.84%-47.0pp |
| Employer contribution / active EE | $0 | $3,617-100.0% | $4,816-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $22 | $163-86.5% | $10,009-99.8% | $188-88.2% |