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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC3+ years Service code 15 · EIN 20-8874282 | Recordkeeping | $31,977 |
ISDANER & COMPANY, LLC3+ years Service code 15 · EIN 23-6410283 | Recordkeeping | $11,500 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,076 |
ADP BROKER-DEALER3+ 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 | $69,543 | $155,795-55.4% | $136,298-49.0% | $69,631-0.1% |
| Participation rate | 81.0% | 75.2%+5.7pp | 81.9%-1.0pp | 70.7%+10.3pp |
| Annual return | 28.21% | 232464.33%-232436.1pp | 5156.27%-5128.1pp | 27571.02%-27542.8pp |
| Employer contribution / active EE | $3,026 | $2,991+1.2% | $4,696-35.5% | $2,032+48.9% |
| Participant deferral / active EE | $6,735 | $5,394+24.9% | $6,247+7.8% | $3,224+108.9% |
| Admin fee / account holder | $85 | $128-34.0% | $9,244-99.1% | $110-23.4% |