Filed January 21, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $56,689 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 PO BOX 219153 · KANSAS CITY, MO 64121 | Other Commissions | $35,187 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,403 | $71,802-35.4% | $133,980-65.4% | $57,658-19.5% |
| Participation rate | 74.9% | 85.5%-10.6pp | 87.1%-12.2pp | 70.2%+4.7pp |
| Annual return | 13.49% | 13.51%0pp | 29.30%-15.8pp | 5.13%+8.4pp |
| Employer contribution / active EE | $0 | $3,161-100.0% | $5,211-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $7,516 | $4,606+63.2% | $6,282+19.6% | $3,061+145.6% |
| Admin fee / account holder | $156 | $88+77.6% | $9,324-98.3% | $95+64.7% |