Filed February 9, 2023
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Parti... | $60,188 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 16 · EIN 20-8874282 | Consulting | $56,106 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $135,276 | $75,388+79.4% | $123,553+9.5% | $55,727+142.7% |
| Participation rate | 95.8% | 75.7%+20.2pp | 82.3%+13.5pp | 70.9%+25.0pp |
| Annual return | 10.39% | 4.48%+5.9pp | 119.21%-108.8pp | 244.94%-234.6pp |
| Employer contribution / active EE | $5,673 | $3,063+85.2% | $4,628+22.6% | $2,078+173.0% |
| Participant deferral / active EE | $7,733 | $5,651+36.9% | $6,426+20.3% | $3,356+130.4% |
| Admin fee / account holder | $212 | $120+77.2% | $9,284-97.7% | $115+84.2% |