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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,489 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,277 | $45,959-79.8% | $91,225-89.8% | $77,906-88.1% |
| Participation rate | 39.5% | 66.3%-26.8pp | 73.2%-33.7pp | 73.7%-34.2pp |
| Annual return | -16.90% | -5.32%-11.6pp | 114.12%-131.0pp | 12.16%-29.1pp |
| Employer contribution / active EE | $556 | $1,451-61.7% | $2,851-80.5% | $2,846-80.5% |
| Participant deferral / active EE | $913 | $3,283-72.2% | $4,233-78.4% | $4,805-81.0% |
| Admin fee / account holder | $22 | $99-77.8% | $5,422-99.6% | $133-83.5% |