Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,057 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $30,656 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,199 | $89,739-46.3% | $149,721-67.8% | $62,293-22.6% |
| Participation rate | 91.5% | 85.1%+6.4pp | 87.1%+4.5pp | 69.5%+22.0pp |
| Annual return | 20.91% | 21.01%-0.1pp | 1501.67%-1480.8pp | 28.90%-8.0pp |
| Employer contribution / active EE | $1,775 | $3,233-45.1% | $5,444-67.4% | $2,042-13.1% |
| Participant deferral / active EE | $5,074 | $4,797+5.8% | $6,568-22.8% | $3,169+60.1% |
| Admin fee / account holder | $295 | $551-46.4% | $11,282-97.4% | $479-38.4% |