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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $63,295 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $33,785 |
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 | $41,291 | $79,523-48.1% | $140,019-70.5% | $56,287-26.6% |
| Participation rate | 93.8% | 85.7%+8.0pp | 87.5%+6.3pp | 69.9%+23.9pp |
| Annual return | -5.38% | 2.39%-7.8pp | 651.15%-656.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,648 | $3,350-50.8% | $5,605-70.6% | $2,111-22.0% |
| Participant deferral / active EE | $4,964 | $5,129-3.2% | $6,927-28.3% | $3,350+48.2% |
| Admin fee / account holder | $266 | $614-56.7% | $10,705-97.5% | $521-48.9% |