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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 15 · EIN 20-8874282 | Recordkeeping | $32,022 |
ISDANER & COMPANY, LLC2+ years Service code 15 · EIN 23-6410283 | Recordkeeping | $11,500 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,475 |
ADP BROKER-DEALER2+ 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 | $58,641 | $80,177-26.9% | $123,894-52.7% | $57,658+1.7% |
| Participation rate | 74.1% | 74.4%-0.3pp | 81.4%-7.3pp | 70.2%+3.9pp |
| Annual return | 10.14% | 17.90%-7.8pp | 47.52%-37.4pp | 5.13%+5.0pp |
| Employer contribution / active EE | $2,511 | $2,913-13.8% | $4,617-45.6% | $1,974+27.2% |
| Participant deferral / active EE | $5,571 | $5,130+8.6% | $5,984-6.9% | $3,061+82.0% |
| Admin fee / account holder | $104 | $106-2.2% | $8,357-98.8% | $95+10.0% |