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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $165,669 |
Filed as: LOCKTN INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $45,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,834 | $67,512-41.0% | $185,849-78.6% | $93,010-57.2% |
| Participation rate | 100.0% | 67.1%+32.9pp | 81.7%+18.3pp | 73.9%+26.1pp |
| Annual return | 15.06% | 21.04%-6.0pp | 122.10%-107.0pp | 158.70%-143.6pp |
| Employer contribution / active EE | $1,233 | $1,783-30.9% | $5,169-76.1% | $2,705-54.4% |
| Participant deferral / active EE | $5,043 | $3,035+66.1% | $5,569-9.4% | $4,561+10.6% |
| Admin fee / account holder | $114 | $318-64.1% | $16,244-99.3% | $152-24.9% |