Filed February 9, 2023
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $12,612 |
Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $7,642 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 28 · EIN 20-8874282 | Investment Management | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $110,050 | $80,177+37.3% | $123,894-11.2% | $57,661+90.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 9.38% | 17.90%-8.5pp | 47.52%-38.1pp | 5.13%+4.2pp |
| Employer contribution / active EE | $6,279 | $2,913+115.6% | $4,617+36.0% | $1,974+218.1% |
| Participant deferral / active EE | $8,013 | $5,130+56.2% | $5,984+33.9% | $3,061+161.8% |
| Admin fee / account holder | $22 | $106-79.4% | $8,357-99.7% | $95-76.8% |