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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $335 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 33 · EIN 20-3247391 | Securities brokerage; Securities brok... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $37,119 | $63,924-41.9% | $108,582-65.8% | $55,167-32.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 3.26% | 15.31%-12.0pp | -51.70%+55.0pp | 169.23%-166.0pp |
| Employer contribution / active EE | $919 | $1,879-51.1% | $3,758-75.5% | $1,963-53.2% |
| Participant deferral / active EE | $1,205 | $3,067-60.7% | $4,311-72.0% | $3,054-60.5% |
| Admin fee / account holder | $2 | $618-99.7% | $7,645-100.0% | $504-99.6% |