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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 26 2100 ROSS AVENUE, · DALLAS, TX 75201 | Advisory (Participants) | $23,713 |
LT TRUST COMPANY4 years Filed as: LT TRUST Service code 12 · EIN 61-1607607 | Recordkeeping and information managem... | $22,579 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,567 | $91,517-76.4% | $101,271-78.7% | $73,412-70.6% |
| Participation rate | 20.7% | 73.8%-53.0pp | 75.8%-55.1pp | 72.2%-51.4pp |
| Annual return | 13.44% | 17.17%-3.7pp | 46.48%-33.0pp | 59.30%-45.9pp |
| Employer contribution / active EE | $696 | $2,877-75.8% | $3,660-81.0% | $2,234-68.9% |
| Participant deferral / active EE | $1,155 | $3,338-65.4% | $4,371-73.6% | $3,806-69.7% |
| Admin fee / account holder | $127 | $216-41.2% | $5,948-97.9% | $158-19.7% |