Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 · EIN 20-3247391 | Other Commissions | $35,559 |
Service code 37 · EIN 04-2647786 | Loan Processing | $244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,112 | $22,880+57.8% | $59,496-39.3% | $67,505-46.5% |
| Participation rate | 15.9% | 33.1%-17.3pp | 54.6%-38.7pp | 71.2%-55.3pp |
| Annual return | -0.69% | 8.51%-9.2pp | 182.05%-182.7pp | 6.52%-7.2pp |
| Employer contribution / active EE | $246 | $238+3.4% | $1,153-78.7% | $2,173-88.7% |
| Participant deferral / active EE | $503 | $649-22.4% | $1,829-72.5% | $3,597-86.0% |
| Admin fee / account holder | $31 | $54-42.7% | $2,232-98.6% | $56-45.3% |