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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $146,209 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $39,718 |
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 | $40,724 | $23,734+71.6% | $69,182-41.1% | $65,292-37.6% |
| Participation rate | 17.2% | 33.1%-15.9pp | 55.1%-37.9pp | 72.4%-55.2pp |
| Annual return | 8.16% | 19.78%-11.6pp | -21.93%+30.1pp | 11.84%-3.7pp |
| Employer contribution / active EE | $306 | $294+3.9% | $1,206-74.7% | $2,302-86.7% |
| Participant deferral / active EE | $631 | $695-9.2% | $1,897-66.7% | $3,579-82.4% |
| Admin fee / account holder | $103 | $58+76.4% | $2,697-96.2% | $57+79.9% |