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 |
|---|---|---|
LOCUST LANE PARTNERS LLC1 year Filed as: LOCUST LANE PARTNERS, LLC Service code 26 · EIN 86-1789907 14440 MORNING MOUNTAIN WAY · MILTON, GA 30004 | Advisory (Participants) | $15,608 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,159 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,076 | $65,453-66.3% | $86,691-74.5% | $66,930-67.0% |
| Participation rate | 68.4% | 75.5%-7.0pp | 76.6%-8.2pp | 69.8%-1.4pp |
| Annual return | -19.22% | -10.89%-8.3pp | 35.94%-55.2pp | 1.57%-20.8pp |
| Employer contribution / active EE | $1,827 | $2,154-15.2% | $2,837-35.6% | $2,545-28.2% |
| Participant deferral / active EE | $3,321 | $4,102-19.0% | $4,656-28.7% | $4,238-21.6% |
| Admin fee / account holder | $236 | $642-63.3% | $7,492-96.9% | $593-60.3% |