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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $146,718 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $60,762 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,070 | $104,336-63.5% | $159,487-76.1% | $86,821-56.2% |
| Participation rate | 75.3% | 77.7%-2.4pp | 82.8%-7.5pp | 72.3%+3.0pp |
| Annual return | 33.59% | 26.32%+7.3pp | 263.71%-230.1pp | 97.94%-64.4pp |
| Employer contribution / active EE | $1,864 | $3,451-46.0% | $4,831-61.4% | $2,406-22.5% |
| Participant deferral / active EE | $4,299 | $6,837-37.1% | $7,354-41.5% | $4,132+4.0% |
| Admin fee / account holder | $172 | $1720% | $10,804-98.4% | $170+1.5% |