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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $104,195 |
SB & COMPANY, LLC1 year Filed as: SB & COMPANY LLC Service code 10 · EIN 20-2153727 | Accounting | $24,760 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 · EIN 20-8874282 | Consulting | $6,025 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,239 | $67,512-43.4% | $185,849-79.4% | $93,010-58.9% |
| Participation rate | 98.2% | 67.1%+31.1pp | 81.7%+16.5pp | 73.9%+24.3pp |
| Annual return | 22.03% | 21.04%+1.0pp | 122.10%-100.1pp | 158.70%-136.7pp |
| Employer contribution / active EE | $1,831 | $1,783+2.7% | $5,169-64.6% | $2,705-32.3% |
| Participant deferral / active EE | $4,198 | $3,035+38.3% | $5,569-24.6% | $4,561-8.0% |
| Admin fee / account holder | $53 | $318-83.2% | $16,244-99.7% | $152-64.8% |