Filed August 31, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF KANSAS CITY Service code 70 · EIN 20-8874282 | Consulting Fees | $30,000 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 70 · EIN 20-8874282 | Consulting Fees | $22,500 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,826 |
Filed as: LOCKTON INVESTMENT Service code 70 · EIN 20-8874282 | Consulting Fees | $7,500 |
Filed as: MASSMUTUAL Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $6,467 |
HUGHES PITTMAN & GUPTON, LLP2+ years Filed as: HUGHES, PITTMAN & GUPTON, LLP Service code 10 · EIN 56-1415202 | Accounting | $6,100 |
Service code 10 · EIN 56-1415202 | Accounting | $5,000 |
Filed as: HUGHES, PITTMAN, & GUPTON, LLP Service code 10 · EIN 56-1415202 | Accounting | $5,000 |
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 | $63,594 | $85,635-25.7% | $123,894-48.7% | $63,975-0.6% |
| Participation rate | 95.2% | 74.9%+20.2pp | 81.4%+13.8pp | 71.1%+24.0pp |
| Annual return | 8.32% | 15.74%-7.4pp | 47.52%-39.2pp | 48.65%-40.3pp |
| Employer contribution / active EE | $33 | $3,076-98.9% | $4,617-99.3% | $2,182-98.5% |
| Participant deferral / active EE | $6,228 | $5,667+9.9% | $5,984+4.1% | $3,356+85.6% |
| Admin fee / account holder | $44 | $75-41.9% | $8,357-99.5% | $70-38.2% |