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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,993 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 · EIN 20-3247391 | Other Commissions | $10,505 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,336 | $48,277-80.7% | $63,244-85.2% | $55,191-83.1% |
| Participation rate | 88.1% | 69.4%+18.7pp | 71.0%+17.0pp | 69.2%+18.9pp |
| Annual return | -0.41% | 2.37%-2.8pp | -70.31%+69.9pp | 10.78%-11.2pp |
| Employer contribution / active EE | $444 | $1,592-72.1% | $2,322-80.9% | $1,899-76.6% |
| Participant deferral / active EE | $615 | $2,432-74.7% | $2,953-79.2% | $3,046-79.8% |
| Admin fee / account holder | $16 | $86-81.3% | $5,893-99.7% | $91-82.3% |