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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,421 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,747 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,482 | $54,357+270.7% | $82,706+143.6% | $68,495+194.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.28% | -13.67%-2.6pp | 701.76%-718.0pp | -7.84%-8.4pp |
| Employer contribution / active EE | $5,297 | $2,218+138.8% | $3,007+76.1% | $2,596+104.0% |
| Participant deferral / active EE | $15,287 | $3,246+370.9% | $4,394+247.9% | $4,028+279.6% |
| Admin fee / account holder | $555 | $4,396-87.4% | $5,329-89.6% | $5,403-89.7% |