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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $200,421 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 · EIN 20-8874282 | Consulting | $83,582 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $49,168 | $80,211-38.7% | $74,184-33.7% | $63,975-23.1% |
| Participation rate | 88.5% | 84.2%+4.3pp | 76.6%+11.9pp | 71.1%+17.4pp |
| Annual return | 8.32% | 14.13%-5.8pp | 17.74%-9.4pp | 48.65%-40.3pp |
| Employer contribution / active EE | $2,563 | $2,553+0.4% | $2,370+8.2% | $2,182+17.5% |
| Participant deferral / active EE | $4,960 | $4,370+13.5% | $3,550+39.7% | $3,356+47.8% |
| Admin fee / account holder | $232 | $67+245.0% | $5,586-95.8% | $70+229.2% |