Filed August 31, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HUGHES PITTMAN & GUPTON, LLP2 years Service code 50 · EIN 56-1415202 | Direct Payment | $16,350 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Service code 16 · EIN 20-8874282 | Consulting | $15,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $14,250 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 70 · EIN 20-8874282 | Consulting Fees | $7,500 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 01-0656226 | Indirect Investment Fees | $0 |
HARBOR1 year Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
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 | $72,086 | $96,458-25.3% | $136,298-47.1% | $77,958-7.5% |
| Participation rate | 94.6% | 75.4%+19.2pp | 81.9%+12.7pp | 71.6%+23.0pp |
| Annual return | 18.36% | 23.78%-5.4pp | 5156.27%-5137.9pp | 20.87%-2.5pp |
| Employer contribution / active EE | -$30 | $3,144-101.0% | $4,696-100.6% | $2,310-101.3% |
| Participant deferral / active EE | $6,447 | $5,902+9.2% | $6,247+3.2% | $3,537+82.3% |
| Admin fee / account holder | $33 | $80-59.4% | $9,244-99.6% | $97-66.4% |