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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $7,056 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,697 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,992 | $51,223-61.0% | $82,763-75.8% | $66,949-70.1% |
| Participation rate | 95.0% | 67.9%+27.1pp | 72.6%+22.4pp | 69.8%+25.1pp |
| Annual return | -13.58% | -9.85%-3.7pp | 702.45%-716.0pp | 1.57%-15.2pp |
| Employer contribution / active EE | $1,606 | $2,611-38.5% | $3,008-46.6% | $2,545-36.9% |
| Participant deferral / active EE | $1,828 | $3,460-47.2% | $4,395-58.4% | $4,239-56.9% |
| Admin fee / account holder | $86 | $415-79.4% | $5,325-98.4% | $594-85.6% |