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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON INVESTMENT Service code 27 444 W 47TH STREET STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $19,897 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $17,530 |
Participant contribution per participant 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 | $44,666 | $101,653-56.1% | $147,080-69.6% | $74,459-40.0% |
| Participation rate | 74.2% | 75.6%-1.3pp | 82.2%-7.9pp | 67.2%+7.0pp |
| Annual return | 16.94% | 8754.98%-8738.0pp | 420.17%-403.2pp | 1369.70%-1352.8pp |
| Employer contribution / active EE | $1,648 | $3,813-56.8% | $4,933-66.6% | $2,626-37.2% |
| Participant deferral / active EE | $2,310 | $7,304-68.4% | $8,066-71.4% | $4,350-46.9% |
| Admin fee / account holder | $275 | $1,752-84.3% | $12,989-97.9% | $1,945-85.8% |