Filed March 26, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1+ years Service code 28 · EIN 91-1116938 | Investment Management | $1,943,082 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 15 P.O. BOX 17215 · BALTIMORE, MD 212971215 | Recordkeeping | $413,745 |
COMERICA BANK1+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $68,659 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 50 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Direct Payment | $40,000 |
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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 | $0 | $0 | $522,682-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -1.15% | 3.11%-4.3pp | -3.43%+2.3pp | 3.11%-4.3pp |
| Employer contribution / active EE | $3,788 | $9,361-59.5% | $25,607-85.2% | $9,361-59.5% |
| Participant deferral / active EE | $0 | $375-100.0% | $77-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $13,511-100.0% | - |