Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,010 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 27 PO BOX 219153 · KANSAS CITY, MO 64121 | Advisory (Plan) | $22,500 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,313 | $88,730-57.9% | $82,312-54.7% | $77,958-52.1% |
| Participation rate | 59.6% | 84.5%-24.9pp | 76.9%-17.2pp | 71.6%-12.0pp |
| Annual return | 94.01% | 20.88%+73.1pp | 25.88%+68.1pp | 20.87%+73.1pp |
| Employer contribution / active EE | $1,262 | $2,758-54.3% | $2,428-48.0% | $2,310-45.4% |
| Participant deferral / active EE | $2,261 | $4,634-51.2% | $3,706-39.0% | $3,537-36.1% |
| Admin fee / account holder | $61 | $74-16.9% | $5,608-98.9% | $97-36.9% |