Filed August 24, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 16 · EIN 20-8874282 | Consulting | $60,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,557 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,598 | $88,646-9.1% | $90,223-10.7% | $59,188+36.2% |
| Participation rate | 98.3% | 84.8%+13.6pp | 79.0%+19.3pp | 69.4%+28.9pp |
| Annual return | 0.35% | 11.82%-11.5pp | 1.31%-1.0pp | 5.51%-5.2pp |
| Employer contribution / active EE | $4,683 | $5,463-14.3% | $4,378+7.0% | $2,098+123.2% |
| Participant deferral / active EE | $5,005 | $6,586-24.0% | $5,792-13.6% | $3,265+53.3% |
| Admin fee / account holder | $66 | $63+5.0% | $7,406-99.1% | $92-28.5% |