Filed September 30, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $147,369 |
Filed as: LOCKTON INVESTMENT ADVIS Service code 27 · EIN 52-1602142 | Advisory (Plan) | $43,167 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $14,500 |
KAUFMAN & CANOLES1 year Filed as: KAUFMAN & CANOLES PC Service code 29 · EIN 54-1186543 | Legal | $14,182 |
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 | $75,572 | $75,388+0.2% | $123,553-38.8% | $55,725+35.6% |
| Participation rate | 94.3% | 75.7%+18.6pp | 82.3%+12.0pp | 70.9%+23.4pp |
| Annual return | -2.58% | 4.48%-7.1pp | 119.21%-121.8pp | 244.93%-247.5pp |
| Employer contribution / active EE | $1,957 | $3,063-36.1% | $4,628-57.7% | $2,078-5.8% |
| Participant deferral / active EE | $7,224 | $5,651+27.8% | $6,426+12.4% | $3,356+115.3% |
| Admin fee / account holder | $207 | $120+72.7% | $9,284-97.8% | $115+79.6% |