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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,731 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $21,173 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,777 | $58,347-85.0% | $85,709-89.8% | $86,821-89.9% |
| Participation rate | 78.3% | 64.9%+13.4pp | 69.9%+8.4pp | 72.3%+6.0pp |
| Annual return | 13.11% | 18.43%-5.3pp | 21.49%-8.4pp | 97.94%-84.8pp |
| Employer contribution / active EE | $354 | $1,751-79.8% | $2,619-86.5% | $2,406-85.3% |
| Participant deferral / active EE | $1,695 | $3,065-44.7% | $3,924-56.8% | $4,132-59.0% |
| Admin fee / account holder | $86 | $147-41.7% | $6,876-98.7% | $170-49.3% |