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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,182 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $8,566 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 13 · EIN 22-1211670 | Contract Administrator | $1,290 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $307 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,203 | $64,286+4.5% | $90,970-26.1% | $73,412-8.5% |
| Participation rate | 46.0% | 63.6%-17.6pp | 69.0%-23.0pp | 72.2%-26.2pp |
| Annual return | 6.16% | 21.46%-15.3pp | 134.58%-128.4pp | 59.30%-53.1pp |
| Employer contribution / active EE | $158 | $895-82.3% | $2,122-92.6% | $2,234-92.9% |
| Participant deferral / active EE | $2,678 | $2,453+9.2% | $3,373-20.6% | $3,806-29.6% |
| Admin fee / account holder | $182 | $287-36.8% | $5,960-97.0% | $158+15.0% |