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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $72,890 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $24,250 |
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 | $7,358 | $63,321-88.4% | $68,808-89.3% | $77,906-90.6% |
| Participation rate | 79.1% | 71.1%+8.0pp | 69.0%+10.1pp | 73.7%+5.4pp |
| Annual return | -0.91% | -6.50%+5.6pp | -6.37%+5.5pp | 12.16%-13.1pp |
| Employer contribution / active EE | $412 | $2,794-85.3% | $2,656-84.5% | $2,846-85.5% |
| Participant deferral / active EE | $1,739 | $4,029-56.8% | $3,942-55.9% | $4,805-63.8% |
| Admin fee / account holder | $77 | $104-25.8% | $4,936-98.4% | $133-41.7% |