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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $66,546 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $32,289 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $69,624 | $136,307-48.9% | $177,840-60.9% | $73,493-5.3% |
| Participation rate | 93.0% | 86.1%+6.9pp | 87.7%+5.3pp | 70.7%+22.3pp |
| Annual return | 13.32% | 18.68%-5.4pp | 48.32%-35.0pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,967 | $3,712-47.0% | $5,919-66.8% | $2,270-13.4% |
| Participant deferral / active EE | $5,976 | $5,829+2.5% | $7,714-22.5% | $3,740+59.8% |
| Admin fee / account holder | $376 | $596-36.9% | $12,431-97.0% | $513-26.7% |