Filed February 23, 2026
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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 13 · EIN 20-3247391 | Contract Administrator | $30,215 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $21,934 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 · EIN 95-4724815 | Contract Administrator | $9,500 |
BDO USA, LLP1+ years Filed as: BDO SIEDMAN, LLP Service code 13 · EIN 13-5381590 | Contract Administrator | $5,923 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,245 | $33,745+48.9% | $64,105-21.6% | $55,191-9.0% |
| Participation rate | 92.2% | 59.4%+32.8pp | 68.2%+24.0pp | 69.2%+23.0pp |
| Annual return | -1.98% | 4.95%-6.9pp | 791.24%-793.2pp | 10.78%-12.8pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,819 | $1,929+97.9% | $2,822+35.3% | $3,046+25.3% |
| Admin fee / account holder | $13 | $94-85.9% | $4,499-99.7% | $91-85.3% |