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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON INVESTEMENT ADVISORS LLC Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $54,807 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLANGE, CO 80111 | Investment Management | $40,371 |
Service code 13 | Contract Administrator | $13,190 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 | Accounting | $8,280 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,659 | $104,336-32.3% | $159,455-55.7% | $86,813-18.6% |
| Participation rate | 79.2% | 77.7%+1.5pp | 82.8%-3.6pp | 72.3%+6.9pp |
| Annual return | 16.51% | 26.32%-9.8pp | 263.63%-247.1pp | 97.93%-81.4pp |
| Employer contribution / active EE | $1,661 | $3,451-51.9% | $4,830-65.6% | $2,406-31.0% |
| Participant deferral / active EE | $6,270 | $6,837-8.3% | $7,353-14.7% | $4,131+51.8% |
| Admin fee / account holder | $183 | $172+6.5% | $10,800-98.3% | $170+8.2% |