Filed August 31, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $72,003 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Service code 16 · EIN 20-8874282 | Consulting | $36,800 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Filed as: LOCKTON INVESTMENT ADVISORS, Service code 50 · EIN 20-8874282 | Direct Payment | $15,700 |
HUGHES PITTMAN & GUPTON, LLP5 years Service code 10 · EIN 56-1415202 | Accounting | $6,326 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 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 |
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 | $94,793 | $127,481-25.6% | $149,751-36.7% | $90,274+5.0% |
| Participation rate | 94.1% | 78.2%+15.8pp | 82.5%+11.6pp | 73.4%+20.7pp |
| Annual return | 15.25% | 57.78%-42.5pp | 276.71%-261.5pp | 53.97%-38.7pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,646-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $7,350 | $6,975+5.4% | $6,843+7.4% | $4,231+73.7% |
| Admin fee / account holder | $76 | $152-49.8% | $9,312-99.2% | $114-33.2% |