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 | $260,895 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $157,562 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,567 | $95,776-57.6% | $162,163-75.0% | $77,787-47.8% |
| Participation rate | 98.1% | 88.6%+9.4pp | 87.6%+10.5pp | 73.2%+24.9pp |
| Annual return | 27.14% | 37.03%-9.9pp | 115.59%-88.5pp | 32.57%-5.4pp |
| Employer contribution / active EE | $1,640 | $3,874-57.7% | $5,614-70.8% | $2,504-34.5% |
| Participant deferral / active EE | $6,602 | $6,125+7.8% | $7,298-9.5% | $3,967+66.4% |
| Admin fee / account holder | $103 | $88+17.4% | $10,843-99.1% | $100+2.8% |