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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC10+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 717 N HARWOOD ST. SUITE 2500 · DALLAS, TX 75201 | Advisory (Plan) | $17,890 |
MAP RETIREMENT, INC.3 years Filed as: MAP RETIREMENT Service code 49 · EIN 39-1884254 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Other Services | $13,365 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 26 · EIN 82-3967259 PO BOX 81687 · AUSTIN, TX 78708 | Advisory (Participants) | $2,615 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,279 | $79,223-83.2% | $102,460-87.0% | $74,478-82.2% |
| Participation rate | 78.0% | 74.8%+3.2pp | 76.5%+1.4pp | 67.2%+10.7pp |
| Annual return | 12.47% | 54.98%-42.5pp | 29.47%-17.0pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $141 | $2,003-93.0% | $9,460-98.5% | $1,946-92.8% |