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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $88,319 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $35,000 |
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 | $87,512 | $88,122-0.7% | $141,197-38.0% | $67,582+29.5% |
| Participation rate | 75.3% | 76.5%-1.2pp | 82.5%-7.2pp | 71.3%+4.0pp |
| Annual return | 23.60% | 75.40%-51.8pp | 71.41%-47.8pp | 378.57%-355.0pp |
| Employer contribution / active EE | $2,779 | $3,224-13.8% | $4,736-41.3% | $2,148+29.4% |
| Participant deferral / active EE | $6,974 | $5,958+17.1% | $6,710+3.9% | $3,539+97.0% |
| Admin fee / account holder | $149 | $131+13.9% | $10,265-98.5% | $142+4.8% |