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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,976 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $30,563 |
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 | $52,593 | $98,982-46.9% | $162,171-67.6% | $65,185-19.3% |
| Participation rate | 97.1% | 85.8%+11.3pp | 87.6%+9.5pp | 70.2%+26.9pp |
| Annual return | 20.42% | 24.84%-4.4pp | 115.60%-95.2pp | 29.38%-9.0pp |
| Employer contribution / active EE | $1,725 | $3,467-50.2% | $5,613-69.3% | $2,177-20.7% |
| Participant deferral / active EE | $5,087 | $5,384-5.5% | $7,297-30.3% | $3,514+44.8% |
| Admin fee / account holder | $290 | $596-51.3% | $10,843-97.3% | $847-65.7% |