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 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $92,589 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $53,345 |
NATIONAL FINANCIAL SERVICES8+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,966 | $72,303+28.6% | $86,698+7.2% | $64,824+43.4% |
| Participation rate | 95.9% | 80.4%+15.4pp | 76.6%+19.3pp | 71.5%+24.4pp |
| Annual return | -15.57% | 392.77%-408.3pp | 35.96%-51.5pp | 32.84%-48.4pp |
| Employer contribution / active EE | $1,769 | $2,393-26.1% | $2,837-37.6% | $2,507-29.4% |
| Participant deferral / active EE | $7,190 | $4,660+54.3% | $4,656+54.4% | $4,311+66.8% |
| Admin fee / account holder | $180 | $174+3.5% | $7,492-97.6% | $188-4.1% |