Filed August 31, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $23,391 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Service code 16 · EIN 20-8874282 | Consulting | $19,184 |
HUGHES PITTMAN & GUPTON, LLP4 years Service code 50 · EIN 56-1415202 | Direct Payment | $16,850 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
HARBOR3 years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,056 | $101,523-17.2% | $141,200-40.5% | $77,775+8.1% |
| Participation rate | 93.5% | 77.4%+16.1pp | 82.5%+11.0pp | 73.2%+20.3pp |
| Annual return | 24.82% | 56.22%-31.4pp | 71.41%-46.6pp | 32.58%-7.8pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,736-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $7,173 | $6,434+11.5% | $6,710+6.9% | $3,966+80.9% |
| Admin fee / account holder | $38 | $92-58.7% | $10,265-99.6% | $100-62.2% |