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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $164,718 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $85,881 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,657 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $50,243 | $37,418+34.3% | $77,096-34.8% | $77,906-35.5% |
| Participation rate | 57.7% | 46.9%+10.7pp | 67.9%-10.3pp | 73.7%-16.0pp |
| Annual return | -15.01% | -7.13%-7.9pp | 42.35%-57.4pp | 12.16%-27.2pp |
| Employer contribution / active EE | $988 | $1,200-17.6% | $2,814-64.9% | $2,846-65.3% |
| Participant deferral / active EE | $2,339 | $2,572-9.1% | $4,429-47.2% | $4,805-51.3% |
| Admin fee / account holder | $132 | $126+4.7% | $5,428-97.6% | $133-0.4% |