Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,598 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $48,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $149,054 | $91,167+63.5% | $178,498-16.5% | $79,858+86.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.86% | 24.19%-6.3pp | 151.09%-133.2pp | 31.72%-13.9pp |
| Employer contribution / active EE | $10,839 | $3,255+233.0% | $5,011+116.3% | $2,471+338.7% |
| Participant deferral / active EE | $10,874 | $3,236+236.1% | $5,202+109.0% | $3,740+190.7% |
| Admin fee / account holder | $378 | $6,747-94.4% | $13,985-97.3% | $5,306-92.9% |