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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC5+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 717 N. HARWOOD ST., SUITE 2500 · DALLAS, TX 75201 | Advisory (Plan) | $24,471 |
MILBURN RAY & COMPANY, LLP5+ years Service code 10 4831 MERLOT AVENUE #320 · GRAPEVINE, TX 76051 | Accounting | $5,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,145 | $65,376-78.4% | $87,102-83.8% | $65,185-78.3% |
| Participation rate | 64.6% | 75.3%-10.8pp | 76.9%-12.3pp | 70.2%-5.6pp |
| Annual return | 16.53% | 31.27%-14.7pp | 28.19%-11.7pp | 29.38%-12.9pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,048-100.0% | $3,514-100.0% |
| Admin fee / account holder | $165 | $520-68.2% | $7,491-97.8% | $847-80.5% |