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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 99 · EIN 20-8874282 444 W. 47TH STREET · KANSAS CITY, MO 64112 | Other Fees | $64,536 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $79,410 | $66,601+19.2% | $92,909-14.5% | $67,579+17.5% |
| Participation rate | 75.3% | 72.5%+2.8pp | 76.0%-0.7pp | 71.3%+4.0pp |
| Annual return | 120.48% | 92.58%+27.9pp | 109.44%+11.0pp | 378.56%-258.1pp |
| Employer contribution / active EE | $3,007 | $2,775+8.4% | $3,653-17.7% | $2,148+40.0% |
| Participant deferral / active EE | $5,825 | $3,157+84.5% | $4,238+37.4% | $3,539+64.6% |
| Admin fee / account holder | $23 | $199-88.4% | $5,795-99.6% | $142-83.7% |