Filed February 10, 2017 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $90,022 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $35,709 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,568 | $80,354-74.4% | $133,975-84.6% | $63,975-67.8% |
| Participation rate | 96.0% | 87.5%+8.5pp | 87.1%+8.9pp | 71.1%+24.9pp |
| Annual return | 17.90% | 13.11%+4.8pp | 29.29%-11.4pp | 48.65%-30.8pp |
| Employer contribution / active EE | $746 | $3,503-78.7% | $5,211-85.7% | $2,182-65.8% |
| Participant deferral / active EE | $4,629 | $5,239-11.6% | $6,282-26.3% | $3,356+37.9% |
| Admin fee / account holder | $36 | $69-47.8% | $9,324-99.6% | $70-48.6% |