Filed August 24, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $102,837 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Service code 16 · EIN 20-8874282 | Consulting | $60,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,308 | $102,255-1.9% | $118,746-15.5% | $77,958+28.7% |
| Participation rate | 85.5% | 84.8%+0.6pp | 78.3%+7.2pp | 71.6%+13.8pp |
| Annual return | 15.96% | 65.05%-49.1pp | 24.54%-8.6pp | 20.87%-4.9pp |
| Employer contribution / active EE | $3,721 | $4,931-24.5% | $4,193-11.3% | $2,310+61.1% |
| Participant deferral / active EE | $5,690 | $5,974-4.8% | $5,332+6.7% | $3,537+60.9% |
| Admin fee / account holder | $135 | $79+71.4% | $10,720-98.7% | $97+39.0% |