Filed August 31, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 70 · EIN 20-8874282 | Consulting Fees | $30,000 |
HUGHES PITTMAN & GUPTON, LLP1+ years Filed as: HUGHES, PITTMAN & GUPTON, LLP Service code 10 · EIN 56-1415202 | Accounting | $16,100 |
HUGHES PITTMAN & GUPTON, LLP1+ years Filed as: HUGHES PITTMAN & GUPTON Service code 10 · EIN 56-1415202 | Accounting | $16,000 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS, Service code 70 · EIN 20-8874282 | Consulting Fees | $15,000 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 70 · EIN 20-8874282 | Consulting Fees | $15,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,370 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,141 | $86,791-20.3% | $115,038-39.9% | $59,188+16.8% |
| Participation rate | 78.0% | 72.8%+5.2pp | 81.4%-3.4pp | 69.4%+8.6pp |
| Annual return | 2.07% | 4.44%-2.4pp | 26.14%-24.1pp | 5.51%-3.4pp |
| Employer contribution / active EE | $6 | $2,950-99.8% | $4,608-99.9% | $2,098-99.7% |
| Participant deferral / active EE | $5,645 | $5,298+6.6% | $6,026-6.3% | $3,265+72.9% |
| Admin fee / account holder | $19 | $95-79.9% | $8,175-99.8% | $92-79.3% |