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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $37,565 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,775 |
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 | $55,873 | $62,928-11.2% | $172,753-67.7% | $67,582-17.3% |
| Participation rate | 81.3% | 64.5%+16.8pp | 82.6%-1.4pp | 71.3%+10.0pp |
| Annual return | 48.48% | 30.36%+18.1pp | 803.00%-754.5pp | 378.57%-330.1pp |
| Employer contribution / active EE | $730 | $1,636-55.4% | $5,144-85.8% | $2,148-66.0% |
| Participant deferral / active EE | $4,610 | $2,145+114.9% | $5,198-11.3% | $3,539+30.2% |
| Admin fee / account holder | $105 | $167-36.7% | $13,956-99.2% | $142-25.9% |