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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC4+ years Service code 27 · EIN 13-2624428 | Advisory (Plan) | $33,426 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $17,882 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,818 | $65,223-68.1% | $80,022-74.0% | $55,725-62.6% |
| Participation rate | 91.5% | 80.6%+11.0pp | 75.8%+15.7pp | 70.9%+20.7pp |
| Annual return | -7.42% | 7.59%-15.0pp | 11.22%-18.6pp | 244.93%-252.3pp |
| Employer contribution / active EE | $447 | $2,544-82.4% | $2,468-81.9% | $2,078-78.5% |
| Participant deferral / active EE | $2,598 | $3,881-33.1% | $3,686-29.5% | $3,356-22.6% |
| Admin fee / account holder | $114 | $114+0.1% | $6,521-98.2% | $115-0.8% |