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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $49,791 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,226 |
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 | $20,450 | $88,122-76.8% | $141,177-85.5% | $67,579-69.7% |
| Participation rate | 74.2% | 76.5%-2.3pp | 82.5%-8.3pp | 71.3%+2.9pp |
| Annual return | 27.38% | 75.40%-48.0pp | 71.40%-44.0pp | 378.56%-351.2pp |
| Employer contribution / active EE | $302 | $3,224-90.6% | $4,736-93.6% | $2,148-86.0% |
| Participant deferral / active EE | $2,509 | $5,958-57.9% | $6,710-62.6% | $3,539-29.1% |
| Admin fee / account holder | $126 | $131-4.1% | $10,263-98.8% | $142-11.8% |