Filed February 25, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $66,946 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $48,454 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $35,309 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $21,673 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,543 | $86,791-54.4% | $115,037-65.6% | $59,188-33.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.4%+30.6pp |
| Annual return | 2.21% | 4.44%-2.2pp | 26.14%-23.9pp | 5.51%-3.3pp |
| Employer contribution / active EE | $2,724 | $2,950-7.6% | $4,608-40.9% | $2,098+29.9% |
| Participant deferral / active EE | $3,214 | $5,298-39.3% | $6,026-46.7% | $3,265-1.6% |
| Admin fee / account holder | $79 | $95-17.1% | $8,175-99.0% | $92-14.6% |