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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,044 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,672 | $57,976-47.1% | $63,003-51.3% | $62,293-50.8% |
| Participation rate | 61.8% | 75.9%-14.2pp | 74.8%-13.1pp | 69.5%-7.8pp |
| Annual return | 13.32% | 17.54%-4.2pp | 87.59%-74.3pp | 28.90%-15.6pp |
| Employer contribution / active EE | $897 | $2,415-62.8% | $2,760-67.5% | $2,042-56.1% |
| Participant deferral / active EE | $2,960 | $2,956+0.1% | $3,329-11.1% | $3,169-6.6% |
| Admin fee / account holder | $178 | $276-35.4% | $3,600-95.1% | $479-62.9% |