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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 22 · EIN 20-3247391 | Insurance Broker | $1,457 |
ASCENSUS LLC1+ years Filed as: MEANS & ASSOCIATES, LLC Service code 15 · EIN 33-0802604 | Recordkeeping | $1,010 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $579 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,671 | $88,324-75.5% | $115,038-81.2% | $55,191-60.7% |
| Participation rate | 92.4% | 72.5%+19.8pp | 81.4%+11.0pp | 69.2%+23.2pp |
| Annual return | 0.00% | 6.30%-6.3pp | 26.14%-26.1pp | 10.78%-10.8pp |
| Employer contribution / active EE | $3,082 | $2,805+9.9% | $4,608-33.1% | $1,899+62.3% |
| Participant deferral / active EE | $5,530 | $5,042+9.7% | $6,026-8.2% | $3,046+81.5% |
| Admin fee / account holder | $5 | $105-95.3% | $8,175-99.9% | $91-94.5% |