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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,851 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Other Commissions | $50,091 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,043 |
TD AMERITRADE, INC.1+ years Service code 33 · EIN 82-0543156 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $809 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,634 | $88,324-60.8% | $115,037-69.9% | $55,191-37.2% |
| Participation rate | 94.1% | 72.5%+21.6pp | 81.4%+12.7pp | 69.2%+24.9pp |
| Annual return | 1.47% | 6.30%-4.8pp | 26.14%-24.7pp | 10.78%-9.3pp |
| Employer contribution / active EE | $1,388 | $2,805-50.5% | $4,608-69.9% | $1,899-26.9% |
| Participant deferral / active EE | $3,986 | $5,042-21.0% | $6,026-33.9% | $3,046+30.8% |
| Admin fee / account holder | $100 | $105-5.1% | $8,175-98.8% | $91+10.1% |