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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 99 · EIN 20-8874282 444 W. 47TH STREET · KANSAS CITY, MO 64112 | Other Fees | $77,201 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,192 | $91,517+2.9% | $101,248-7.0% | $73,409+28.3% |
| Participation rate | 70.6% | 73.8%-3.2pp | 75.8%-5.3pp | 72.2%-1.6pp |
| Annual return | 9.65% | 17.17%-7.5pp | 46.47%-36.8pp | 59.29%-49.6pp |
| Employer contribution / active EE | $2,757 | $2,877-4.2% | $3,660-24.7% | $2,234+23.4% |
| Participant deferral / active EE | $7,814 | $3,338+134.1% | $4,370+78.8% | $3,805+105.3% |
| Admin fee / account holder | $98 | $216-54.6% | $5,945-98.4% | $158-38.0% |