Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $25,096 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 26 · EIN 20-8874282 | Advisory (Participants) | $18,265 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,875 | $61,166-31.5% | $185,837-77.5% | $79,393-47.3% |
| Participation rate | 77.3% | 66.6%+10.7pp | 81.7%-4.4pp | 70.7%+6.6pp |
| Annual return | 10.98% | 19.45%-8.5pp | 122.08%-111.1pp | 116.87%-105.9pp |
| Employer contribution / active EE | $2,451 | $2,321+5.6% | $5,168-52.6% | $2,428+1.0% |
| Participant deferral / active EE | $2,391 | $2,789-14.3% | $5,568-57.1% | $4,046-40.9% |
| Admin fee / account holder | $162 | $710-77.2% | $16,241-99.0% | $627-74.2% |