Filed August 7, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,184 |
Filed as: LOCKTON INVESTMENT ADV Service code 27 · EIN 20-8874282 | Advisory (Plan) | $20,000 |
BKD, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $12,167 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 13 · EIN 20-3886993 | Contract Administrator | $11,399 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,280 | $65,409-14.0% | $98,442-42.8% | $85,850-34.4% |
| Participation rate | 92.1% | 65.0%+27.1pp | 73.3%+18.8pp | 69.3%+22.8pp |
| Annual return | 12.55% | 21.76%-9.2pp | 1492.73%-1480.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $5,340 | $2,168+146.3% | $2,960+80.4% | $2,565+108.2% |
| Participant deferral / active EE | $3,882 | $3,166+22.6% | $4,276-9.2% | $3,952-1.8% |
| Admin fee / account holder | $538 | $4,593-88.3% | $5,949-91.0% | $6,260-91.4% |