Filed March 2, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 06-1050034 | Recordkeeping | $94,577 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 28 · EIN 20-3247391 | Investment Management | $60,000 |
Filed as: MOODY FAMIGLIETTI AND ANDRONICO LLP Service code 10 · EIN 04-3077056 | Accounting | $15,650 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $337,865-100.0% | $346,182-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 56.9%-56.9pp | 52.1%-52.1pp | 47.4%-47.4pp |
| Annual return | 18.02% | 12.82%+5.2pp | 13.48%+4.5pp | 12.16%+5.9pp |
| Employer contribution / active EE | $210,714 | $49,622+324.6% | $47,067+347.7% | $44,747+370.9% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $14,867-100.0% | $14,572-100.0% | $17,640-100.0% |