Filed February 9, 2023
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $50,421 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 16 · EIN 20-8874282 | Consulting | $45,169 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,899 | $155,795-19.8% | $136,298-8.4% | $69,634+79.4% |
| Participation rate | 96.9% | 75.2%+21.6pp | 81.9%+14.9pp | 70.7%+26.2pp |
| Annual return | 15.81% | 232464.33%-232448.5pp | 5156.27%-5140.5pp | 27572.26%-27556.4pp |
| Employer contribution / active EE | $5,084 | $2,991+70.0% | $4,696+8.3% | $2,032+150.2% |
| Participant deferral / active EE | $7,456 | $5,394+38.2% | $6,247+19.4% | $3,224+131.3% |
| Admin fee / account holder | $187 | $128+46.2% | $9,244-98.0% | $110+69.7% |