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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. Service code 15 · EIN 36-6071399 | Recordkeeping | $29,756 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 22 | Insurance Broker | $4,454 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,291 | $107,378-84.8% | $108,582-85.0% | $57,658-71.7% |
| Participation rate | 72.7% | 77.1%-4.4pp | 79.6%-6.8pp | 70.2%+2.5pp |
| Annual return | 11.79% | 12.80%-1.0pp | -51.70%+63.5pp | 5.13%+6.7pp |
| Employer contribution / active EE | $1,726 | $1,782-3.1% | $3,758-54.1% | $1,974-12.6% |
| Participant deferral / active EE | $2,704 | $3,221-16.0% | $4,311-37.3% | $3,061-11.6% |
| Admin fee / account holder | $40 | $108-63.5% | $7,645-99.5% | $95-58.1% |