Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 04-1590850 | Securities brokerage; Sub-transfer ag... | $46,751 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $10,253 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $1,496 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 36-2692100 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN1 year Service code 52 · EIN 13-6068441 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,901 | $155,795-73.7% | $136,297-70.0% | $69,631-41.3% |
| Participation rate | 58.3% | 75.2%-17.0pp | 81.9%-23.6pp | 70.7%-12.4pp |
| Annual return | 37.97% | 232464.33%-232426.4pp | 5156.16%-5118.2pp | 27571.02%-27533.1pp |
| Employer contribution / active EE | $1,011 | $2,991-66.2% | $4,696-78.5% | $2,032-50.3% |
| Participant deferral / active EE | $7,565 | $5,394+40.3% | $6,247+21.1% | $3,224+134.7% |
| Admin fee / account holder | $129 | $128+0.3% | $9,244-98.6% | $110+16.5% |