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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $956 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 33 · EIN 20-3247391 | Securities brokerage commissions and ... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $7,538,432 | $71,192+10488.9% | $117,861+6296.0% | $62,293+12001.6% |
| Participation rate | 0.0% | 74.2%-74.2pp | 79.7%-79.7pp | 69.5%-69.5pp |
| Annual return | 16.05% | 18.66%-2.6pp | 335.11%-319.1pp | 28.90%-12.8pp |
| Employer contribution / active EE | $793 | $1,934-59.0% | $3,786-79.0% | $2,042-61.2% |
| Participant deferral / active EE | $2,260 | $3,189-29.1% | $4,482-49.6% | $3,169-28.7% |
| Admin fee / account holder | $1,130 | $587+92.4% | $8,021-85.9% | $479+135.7% |