Filed September 26, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $158,187 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $71,756 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,636 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $22,872 |
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 | $64,826 | $45,000+44.1% | $143,801-54.9% | $77,906-16.8% |
| Participation rate | 93.2% | 66.8%+26.4pp | 80.3%+12.9pp | 73.7%+19.5pp |
| Annual return | -14.24% | 29.03%-43.3pp | -0.04%-14.2pp | 12.16%-26.4pp |
| Employer contribution / active EE | $5,378 | $1,870+187.6% | $4,952+8.6% | $2,846+88.9% |
| Participant deferral / active EE | $5,476 | $3,157+73.5% | $5,639-2.9% | $4,805+14.0% |
| Admin fee / account holder | $89 | $98-9.9% | $14,680-99.4% | $133-33.1% |