Filed September 10, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC8+ years Service code 27 · EIN 20-8874282 444 W 47TH STREET, SUITE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $38,169 |
Service code 13 · EIN 42-0127290 711 HIGH ST · DES MOINE, IA 50392 | Contract Administrator | $36,416 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC Service code 27 · EIN 43-1270780 5454 W 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $10,636 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 49 · EIN 43-1829594 11701 BORMAN DR., SUITE 300 · ST. LOUIS, MO 63146 | Other Services | $9,761 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,773 | $65,437+9.7% | $86,698-17.2% | $66,949+7.2% |
| Participation rate | 87.0% | 75.5%+11.5pp | 76.6%+10.4pp | 69.8%+17.2pp |
| Annual return | -16.48% | -10.91%-5.6pp | 35.96%-52.4pp | 1.57%-18.0pp |
| Employer contribution / active EE | $5,546 | $2,154+157.5% | $2,837+95.5% | $2,545+117.9% |
| Participant deferral / active EE | $5,551 | $4,102+35.3% | $4,656+19.2% | $4,239+30.9% |
| Admin fee / account holder | $355 | $642-44.7% | $7,492-95.3% | $594-40.2% |