Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 26 · EIN 20-3247391 | Advisory (Participants) | $43,660 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 15 · EIN 84-0467907 | Recordkeeping | $2,757 |
RELIANCE TRUST COMPANY5+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Service code 49 · EIN 36-3429599 | Other Services | $30 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,483 | $86,298+50.0% | $111,308+16.3% | $85,847+50.8% |
| Participation rate | 90.5% | 73.3%+17.1pp | 77.3%+13.2pp | 69.3%+21.2pp |
| Annual return | 10.18% | 19.99%-9.8pp | 54.67%-44.5pp | 318.61%-308.4pp |
| Employer contribution / active EE | $2,960 | $2,044+44.8% | $2,732+8.4% | $2,565+15.4% |
| Participant deferral / active EE | $8,732 | $3,641+139.8% | $4,487+94.6% | $3,952+120.9% |
| Admin fee / account holder | $680 | $8,189-91.7% | $7,965-91.5% | $6,261-89.1% |