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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $76,200 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $55,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,936 | $71,142-15.8% | $119,608-49.9% | $64,814-7.5% |
| Participation rate | 86.5% | 78.6%+7.9pp | 79.3%+7.2pp | 71.5%+15.0pp |
| Annual return | -16.75% | -10.01%-6.7pp | -14.98%-1.8pp | 32.84%-49.6pp |
| Employer contribution / active EE | $1,965 | $2,497-21.3% | $4,232-53.6% | $2,507-21.6% |
| Participant deferral / active EE | $5,243 | $4,490+16.8% | $5,601-6.4% | $4,310+21.6% |
| Admin fee / account holder | $176 | $162+8.6% | $10,326-98.3% | $188-6.2% |