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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $66,992 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $36,475 |
MOSS ADAMS LLP2+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $19,550 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,714 | $74,024-69.3% | $78,002-70.9% | $57,658-60.6% |
| Participation rate | 94.7% | 79.7%+15.0pp | 75.5%+19.2pp | 70.2%+24.5pp |
| Annual return | 5.55% | 12.14%-6.6pp | 425.99%-420.4pp | 5.13%+0.4pp |
| Employer contribution / active EE | $513 | $2,365-78.3% | $2,470-79.2% | $1,974-74.0% |
| Participant deferral / active EE | $2,740 | $3,533-22.4% | $3,497-21.6% | $3,061-10.5% |
| Admin fee / account holder | $212 | $93+127.8% | $5,481-96.1% | $95+124.6% |