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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $125,777 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 · EIN 20-8874282 | Consulting | $9,800 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $52,189 | $37,213+40.2% | $156,551-66.7% | $63,975-18.4% |
| Participation rate | 94.7% | 65.0%+29.7pp | 84.0%+10.7pp | 71.1%+23.6pp |
| Annual return | 11.40% | 47.89%-36.5pp | 32.23%-20.8pp | 48.65%-37.2pp |
| Employer contribution / active EE | $1,932 | $1,357+42.4% | $5,501-64.9% | $2,182-11.4% |
| Participant deferral / active EE | $3,525 | $2,070+70.3% | $4,871-27.6% | $3,356+5.0% |
| Admin fee / account holder | $55 | $56-2.1% | $13,028-99.6% | $70-21.7% |