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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 15 · EIN 20-8874282 | Recordkeeping | $31,999 |
ISDANER & COMPANY, LLC1+ years Service code 15 · EIN 23-6410283 | Recordkeeping | $19,000 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,675 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $54,795 | $88,324-38.0% | $115,038-52.4% | $55,191-0.7% |
| Participation rate | 77.5% | 72.5%+4.9pp | 81.4%-3.9pp | 69.2%+8.3pp |
| Annual return | 1.24% | 6.30%-5.1pp | 26.14%-24.9pp | 10.78%-9.5pp |
| Employer contribution / active EE | $2,710 | $2,805-3.4% | $4,608-41.2% | $1,899+42.7% |
| Participant deferral / active EE | $5,929 | $5,042+17.6% | $6,026-1.6% | $3,046+94.6% |
| Admin fee / account holder | $204 | $105+93.6% | $8,175-97.5% | $91+124.8% |