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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,290 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 444 WEST 47 STREET · KANSAS CITY, MO 64112 | Advisory (Plan) | $7,206 |
MINNESOTA LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $2,757 |
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.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,391 | $39,948+116.3% | $89,391-3.4% | $73,409+17.7% |
| Participation rate | 51.6% | 50.4%+1.2pp | 68.0%-16.4pp | 72.2%-20.6pp |
| Annual return | 11.93% | 50.12%-38.2pp | 245.62%-233.7pp | 59.29%-47.4pp |
| Employer contribution / active EE | $1,699 | $1,200+41.6% | $2,586-34.3% | $2,234-23.9% |
| Participant deferral / active EE | $5,172 | $2,193+135.9% | $3,890+33.0% | $3,805+35.9% |
| Admin fee / account holder | $114 | $134-15.4% | $4,881-97.7% | $158-28.1% |