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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $94,390 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $35,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,734 | $100,801-1.1% | $149,745-33.4% | $73,412+35.9% |
| Participation rate | 83.0% | 77.7%+5.3pp | 82.5%+0.5pp | 72.2%+10.8pp |
| Annual return | 15.55% | 265.34%-249.8pp | 276.72%-261.2pp | 59.30%-43.7pp |
| Employer contribution / active EE | $910 | $3,312-72.5% | $4,646-80.4% | $2,234-59.3% |
| Participant deferral / active EE | $7,201 | $6,404+12.4% | $6,843+5.2% | $3,806+89.2% |
| Admin fee / account holder | $154 | $181-14.6% | $9,312-98.3% | $158-2.2% |