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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,399 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $20,636 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $8,075 |
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 | $13,655 | $75,388-81.9% | $123,553-88.9% | $55,725-75.5% |
| Participation rate | 85.8% | 75.7%+10.1pp | 82.3%+3.5pp | 70.9%+14.9pp |
| Annual return | -3.05% | 4.48%-7.5pp | 119.21%-122.3pp | 244.93%-248.0pp |
| Employer contribution / active EE | $436 | $3,063-85.8% | $4,628-90.6% | $2,078-79.0% |
| Participant deferral / active EE | $4,023 | $5,651-28.8% | $6,426-37.4% | $3,356+19.9% |
| Admin fee / account holder | $59 | $120-50.9% | $9,284-99.4% | $115-49.0% |