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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $17,332 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 99 · EIN 20-8874282 | Other Fees | $14,725 |
BARNES WENDLING CPAS INC2 years Filed as: BARNES WENDLING CPAS, INC. Service code 99 · EIN 34-1463411 | Other Fees | $11,500 |
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 | $55,947 | $58,655-4.6% | $91,994-39.2% | $65,185-14.2% |
| Participation rate | 93.2% | 75.3%+17.9pp | 78.6%+14.5pp | 70.2%+23.0pp |
| Annual return | 34.29% | 33.92%+0.4pp | 69.04%-34.7pp | 29.38%+4.9pp |
| Employer contribution / active EE | $2,222 | $2,080+6.8% | $3,453-35.6% | $2,177+2.1% |
| Participant deferral / active EE | $7,926 | $5,474+44.8% | $5,924+33.8% | $3,514+125.6% |
| Admin fee / account holder | $85 | $434-80.4% | $7,744-98.9% | $847-90.0% |