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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 444 W 47TH STREET, SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $30,000 |
ARONSON LLC2 years Service code 10 · EIN 37-1611326 805 KING FARM BLVD, SUITE 300 · ROCKVILLE, MD 208506190 | Accounting | $17,850 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,441 | $91,179-10.7% | $178,499-54.4% | $79,852+2.0% |
| Participation rate | 90.0% | 69.2%+20.8pp | 81.9%+8.1pp | 69.6%+20.4pp |
| Annual return | 13.83% | 24.19%-10.4pp | 151.10%-137.3pp | 31.72%-17.9pp |
| Employer contribution / active EE | $6,870 | $3,256+111.0% | $5,011+37.1% | $2,471+178.0% |
| Participant deferral / active EE | $15,393 | $3,236+375.7% | $5,202+195.9% | $3,740+311.5% |
| Admin fee / account holder | $143 | $6,749-97.9% | $13,986-99.0% | $5,306-97.3% |