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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Direct payment fr... | $119,868 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $45,000 |
Filed as: CHARLES SCHWAB & CO. INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $127,091 | $111,608+13.9% | $177,840-28.5% | $73,412+73.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 15.82% | 18.23%-2.4pp | 48.32%-32.5pp | 59.30%-43.5pp |
| Employer contribution / active EE | $4,048 | $3,796+6.6% | $5,919-31.6% | $2,234+81.2% |
| Participant deferral / active EE | $11,125 | $6,199+79.5% | $7,714+44.2% | $3,806+192.3% |
| Admin fee / account holder | $103 | $166-37.8% | $12,431-99.2% | $158-34.7% |