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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $8,471 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $7,100 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,478 | $63,768-49.1% | $98,506-67.0% | $79,389-59.1% |
| Participation rate | 92.0% | 69.9%+22.1pp | 73.3%+18.7pp | 70.7%+21.3pp |
| Annual return | 9.57% | 626.18%-616.6pp | 1494.92%-1485.4pp | 116.89%-107.3pp |
| Employer contribution / active EE | $1,595 | $2,558-37.7% | $2,961-46.2% | $2,428-34.3% |
| Participant deferral / active EE | $1,979 | $3,305-40.1% | $4,277-53.7% | $4,046-51.1% |
| Admin fee / account holder | $132 | $516-74.4% | $5,955-97.8% | $626-78.9% |