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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $13,284 |
CST GROUP6+ years Service code 10 · EIN 54-1019610 | Accounting | $9,382 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,047 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $41,507 | $115,911-64.2% | $100,530-58.7% | $158,950-73.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.71% | 34.80%-22.1pp | 30.89%-18.2pp | 302.91%-290.2pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,750 | $6,676-13.9% | $6,271-8.3% | $5,983-3.9% |
| Admin fee / account holder | $179 | $10,999-98.4% | $8,083-97.8% | $11,248-98.4% |