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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 99 · EIN 20-8874282 | Other Fees | $32,002 |
Filed as: LOCKTON COMPANIES LLC Service code 99 · EIN 20-3354970 | Other Fees | $7,416 |
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 | $73,309 | $66,813+9.7% | $100,528-27.1% | $73,493-0.2% |
| Participation rate | 93.4% | 77.5%+15.9pp | 79.4%+14.0pp | 70.7%+22.7pp |
| Annual return | 20.22% | 25.70%-5.5pp | 30.90%-10.7pp | 28.51%-8.3pp |
| Employer contribution / active EE | $1,486 | $2,147-30.8% | $3,419-56.5% | $2,270-34.5% |
| Participant deferral / active EE | $7,308 | $5,883+24.2% | $6,271+16.5% | $3,740+95.4% |
| Admin fee / account holder | $100 | $512-80.4% | $8,084-98.8% | $513-80.5% |