Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $5,357 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,350 |
Employer 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 | $10,115 | $88,324-88.5% | $115,038-91.2% | $55,191-81.7% |
| Participation rate | 84.0% | 72.5%+11.5pp | 81.4%+2.6pp | 69.2%+14.8pp |
| Annual return | 10.96% | 6.30%+4.7pp | 26.14%-15.2pp | 10.78%+0.2pp |
| Employer contribution / active EE | $13 | $2,805-99.5% | $4,608-99.7% | $1,899-99.3% |
| Participant deferral / active EE | $4,699 | $5,042-6.8% | $6,026-22.0% | $3,046+54.3% |
| Admin fee / account holder | $11 | $105-89.2% | $8,175-99.9% | $91-87.4% |