Filed June 29, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $52,769 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,212 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,858 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,972 | $46,292-2.9% | $143,757-68.7% | $64,808-30.6% |
| Participation rate | 99.7% | 64.2%+35.5pp | 80.3%+19.4pp | 71.5%+28.3pp |
| Annual return | -18.74% | -10.05%-8.7pp | -0.04%-18.7pp | 32.82%-51.6pp |
| Employer contribution / active EE | $3,387 | $1,910+77.4% | $4,951-31.6% | $2,506+35.2% |
| Participant deferral / active EE | $7,310 | $2,646+176.3% | $5,637+29.7% | $4,310+69.6% |
| Admin fee / account holder | $196 | $154+27.3% | $14,673-98.7% | $188+4.3% |