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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $47,045 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,531 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,268 | $75,388-74.4% | $123,552-84.4% | $55,725-65.4% |
| Participation rate | 77.9% | 75.7%+2.2pp | 82.3%-4.4pp | 70.9%+7.0pp |
| Annual return | -2.69% | 4.48%-7.2pp | 119.20%-121.9pp | 244.93%-247.6pp |
| Employer contribution / active EE | $400 | $3,063-86.9% | $4,628-91.4% | $2,078-80.7% |
| Participant deferral / active EE | $2,830 | $5,651-49.9% | $6,426-56.0% | $3,356-15.7% |
| Admin fee / account holder | $122 | $120+1.9% | $9,285-98.7% | $115+6.0% |