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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Shareholde... | $2,130 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $550 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64121 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $92,903 | $88,324+5.2% | $115,037-19.2% | $55,191+68.3% |
| Participation rate | 75.3% | 72.5%+2.7pp | 81.4%-6.1pp | 69.2%+6.1pp |
| Annual return | -0.41% | 6.30%-6.7pp | 26.14%-26.6pp | 10.78%-11.2pp |
| Employer contribution / active EE | $3,346 | $2,805+19.3% | $4,608-27.4% | $1,899+76.2% |
| Participant deferral / active EE | $7,519 | $5,042+49.1% | $6,026+24.8% | $3,046+146.8% |
| Admin fee / account holder | $53 | $105-49.6% | $8,175-99.3% | $91-41.4% |