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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $20,145 |
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $16,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,387 | $82,163-64.2% | $125,381-76.6% | $64,819-54.7% |
| Participation rate | 66.7% | 77.9%-11.2pp | 82.4%-15.7pp | 71.5%-4.8pp |
| Annual return | 46.91% | 3.49%+43.4pp | 572.31%-525.4pp | 32.84%+14.1pp |
| Employer contribution / active EE | $2,698 | $3,616-25.4% | $4,815-44.0% | $2,507+7.6% |
| Participant deferral / active EE | $7,778 | $7,175+8.4% | $7,448+4.4% | $4,311+80.4% |
| Admin fee / account holder | $153 | $163-6.1% | $10,007-98.5% | $188-18.4% |