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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON COMPANIES Service code 28 · EIN 20-3354970 | Investment Management | $56,656 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $22,031 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $9,953 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $932 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $5 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $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 | $106,420 | $37,117+186.7% | $147,617-27.9% | $55,191+92.8% |
| Participation rate | 96.7% | 63.6%+33.1pp | 84.6%+12.1pp | 69.2%+27.5pp |
| Annual return | 1.07% | 3.44%-2.4pp | 61.98%-60.9pp | 10.78%-9.7pp |
| Employer contribution / active EE | $5,534 | $1,620+241.5% | $5,564-0.5% | $1,899+191.5% |
| Participant deferral / active EE | $4,480 | $1,985+125.7% | $4,895-8.5% | $3,046+47.1% |
| Admin fee / account holder | $185 | $86+115.7% | $11,612-98.4% | $91+103.3% |