Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $364,607 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $75,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,414 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $18,888 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,078 | $124,049-67.7% | $95,968-58.2% | $93,223-57.0% |
| Participation rate | 85.5% | 88.4%-2.9pp | 77.1%+8.4pp | 74.9%+10.6pp |
| Annual return | 564.22% | 22.17%+542.1pp | 91.65%+472.6pp | 19.29%+544.9pp |
| Employer contribution / active EE | $922 | $3,478-73.5% | $2,542-63.7% | $2,680-65.6% |
| Participant deferral / active EE | $2,062 | $6,147-66.4% | $4,167-50.5% | $4,563-54.8% |
| Admin fee / account holder | $64 | $73-11.4% | $6,798-99.1% | $79-18.6% |