Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $108,446 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $35,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,047 | $104,336-11.8% | $159,487-42.3% | $86,821+6.0% |
| Participation rate | 92.1% | 77.7%+14.4pp | 82.8%+9.3pp | 72.3%+19.8pp |
| Annual return | 13.76% | 26.32%-12.6pp | 263.71%-250.0pp | 97.94%-84.2pp |
| Employer contribution / active EE | $1,195 | $3,451-65.4% | $4,831-75.3% | $2,406-50.3% |
| Participant deferral / active EE | $7,106 | $6,837+3.9% | $7,354-3.4% | $4,132+72.0% |
| Admin fee / account holder | $138 | $172-19.8% | $10,804-98.7% | $170-18.5% |