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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 | Other Commissions | $123,860 |
Filed as: LOCKTON FINANCIAL ADVISORS Service code 55 444 W. 47TH ST · KANSAS CITY, MO 64112 | Other Commissions | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,683 | $96,458-85.8% | $136,297-90.0% | $77,958-82.4% |
| Participation rate | 92.2% | 75.4%+16.8pp | 81.9%+10.3pp | 71.6%+20.6pp |
| Annual return | 34.91% | 23.78%+11.1pp | 5156.19%-5121.3pp | 20.87%+14.0pp |
| Employer contribution / active EE | $3,673 | $3,144+16.8% | $4,696-21.8% | $2,310+59.0% |
| Participant deferral / active EE | $4,142 | $5,902-29.8% | $6,247-33.7% | $3,537+17.1% |
| Admin fee / account holder | $127 | $80+57.4% | $9,244-98.6% | $97+30.0% |