Filed April 13, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 16 · EIN 20-8874282 | Consulting | $50,000 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $6,815 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,482 | $66,528+31.5% | $86,625+1.0% | $86,821+0.8% |
| Participation rate | 97.1% | 72.4%+24.8pp | 71.6%+25.5pp | 72.3%+24.9pp |
| Annual return | 15.99% | 19.56%-3.6pp | 63.52%-47.5pp | 97.94%-82.0pp |
| Employer contribution / active EE | $3,890 | $2,007+93.8% | $2,496+55.9% | $2,406+61.7% |
| Participant deferral / active EE | $5,415 | $3,240+67.2% | $3,700+46.4% | $4,132+31.1% |
| Admin fee / account holder | $53 | $148-63.9% | $5,830-99.1% | $170-68.5% |