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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 PO BOX 219153 · KANSAS CITY, MO 641219153 | Advisory (Plan) | $21,912 |
Service code 27 · EIN 56-1521960 | Advisory (Plan) | $17,082 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $10,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $47,977-100.0% | $154,114-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 83.0%-83.0pp | 69.9%-69.9pp |
| Annual return | -4.89% | 3.54%-8.4pp | 735.16%-740.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $10,340 | $2,169+376.8% | $5,298+95.2% | $2,111+389.8% |
| Participant deferral / active EE | $8,728 | $2,392+264.9% | $5,081+71.8% | $3,350+160.6% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |