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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 26 · EIN 20-8874282 | Advisory (Participants) | $17,145 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,143 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,465 | $83,045-41.6% | $130,045-62.7% | $71,511-32.2% |
| Participation rate | 36.0% | 74.1%-38.1pp | 78.5%-42.5pp | 67.9%-31.9pp |
| Annual return | 17.67% | 20.61%-2.9pp | -137.30%+155.0pp | 28.86%-11.2pp |
| Employer contribution / active EE | $1,214 | $2,623-53.7% | $4,321-71.9% | $2,589-53.1% |
| Participant deferral / active EE | $2,277 | $4,436-48.7% | $5,820-60.9% | $4,291-46.9% |
| Admin fee / account holder | $294 | $1,727-83.0% | $10,600-97.2% | $1,588-81.5% |