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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $6,416 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,767 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,837 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,634 | $54,590-58.5% | $81,726-72.3% | $73,497-69.2% |
| Participation rate | 83.5% | 68.3%+15.2pp | 72.0%+11.5pp | 70.7%+12.8pp |
| Annual return | 20.51% | 17.74%+2.8pp | 29.49%-9.0pp | 28.51%-8.0pp |
| Employer contribution / active EE | $1,565 | $1,636-4.3% | $4,311-63.7% | $2,270-31.1% |
| Participant deferral / active EE | $2,939 | $2,759+6.5% | $7,108-58.6% | $3,740-21.4% |
| Admin fee / account holder | $68 | $592-88.4% | $5,160-98.7% | $513-86.7% |