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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $129,204 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $54,733 |
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 | $8,331 | $56,095-85.1% | $178,499-95.3% | $90,274-90.8% |
| Participation rate | 74.3% | 65.6%+8.7pp | 81.9%-7.7pp | 73.4%+0.9pp |
| Annual return | 48.76% | 28.81%+20.0pp | 151.10%-102.3pp | 53.97%-5.2pp |
| Employer contribution / active EE | $1 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $1,184 | $2,669-55.6% | $5,202-77.2% | $4,231-72.0% |
| Admin fee / account holder | $52 | $101-48.5% | $13,986-99.6% | $114-54.6% |