Filed February 28, 2022
| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 16 · EIN 20-8874282 | Consulting | $63,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$111,618 |
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 | $99,436 | $81,321+22.3% | $68,509+45.1% | $59,188+68.0% |
| Participation rate | 93.8% | 83.8%+10.0pp | 74.7%+19.1pp | 69.4%+24.4pp |
| Annual return | 5.30% | 4.65%+0.7pp | 8.27%-3.0pp | 5.51%-0.2pp |
| Employer contribution / active EE | $8,604 | $3,297+161.0% | $2,278+277.7% | $2,098+310.1% |
| Participant deferral / active EE | $7,890 | $4,592+71.8% | $3,382+133.3% | $3,265+141.7% |
| Admin fee / account holder | -$36 | $62-158.9% | $5,275-100.7% | $92-139.5% |