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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Investmen... | $124,570 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $70,202 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $80,137 | $73,404+9.2% | $87,103-8.0% | $67,582+18.6% |
| Participation rate | 96.9% | 80.9%+16.0pp | 76.9%+20.0pp | 71.3%+25.6pp |
| Annual return | 32.57% | 48.29%-15.7pp | 28.19%+4.4pp | 378.57%-346.0pp |
| Employer contribution / active EE | $3,045 | $2,014+51.2% | $2,521+20.8% | $2,148+41.8% |
| Participant deferral / active EE | $6,225 | $3,913+59.1% | $4,049+53.8% | $3,539+75.9% |
| Admin fee / account holder | $171 | $142+21.1% | $7,491-97.7% | $142+20.5% |