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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2647786 | Advisory (Plan) | $124,058 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 16 · EIN 20-8874282 | Consulting | $40,932 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,439 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $45,000-100.0% | $143,799-100.0% | $77,906-100.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 80.3%-80.3pp | 73.7%-73.7pp |
| Annual return | 209.71% | 29.03%+180.7pp | -0.04%+209.8pp | 12.16%+197.6pp |
| Employer contribution / active EE | $4,883 | $1,870+161.2% | $4,952-1.4% | $2,846+71.6% |
| Participant deferral / active EE | $3,191 | $3,157+1.1% | $5,638-43.4% | $4,805-33.6% |
| Admin fee / account holder | $0 | $98-100.0% | $14,677-100.0% | $133-100.0% |