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| Provider | Service type | Compensation |
|---|---|---|
MILBURN RAY & COMPANY, LLP4+ years Service code 10 4831 MERLOT AVENUE #320 · GRAPEVINE, TX 76051 | Accounting | $13,280 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 717 N. HARWOOD ST., SUITE 2500 · DALLAS, TX 75201 | Advisory (Plan) | $12,712 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,058 | $59,186-79.6% | $76,768-84.3% | $56,287-78.6% |
| Participation rate | 85.4% | 75.2%+10.2pp | 77.0%+8.5pp | 69.9%+15.6pp |
| Annual return | -7.46% | 6.62%-14.1pp | 2.43%-9.9pp | -9.96%+2.5pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $137 | $489-72.0% | $6,675-98.0% | $521-73.7% |