| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT10+ years Service code 28 · EIN 71-0163033 | Investment Management | $749,943 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: LATHROP INVESTMENT MANAGEMENT CORP. Service code 27 · EIN 71-0545380 | Advisory (Plan) | $163,405 |
ELLIS, TUCKER & ALDRIDGE, LLP10+ years Service code 10 · EIN 71-0436076 | Accounting | $126,315 |
LITTLE SHANEYFELT MARSHALL & CO.10+ years Service code 10 · EIN 71-0804806 | Accounting | $26,000 |
Filed as: OVERBEY, STRIGEL, BOYD, & WESTBROOK Service code 29 · EIN 71-0513323 | Legal | $18,839 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,032 | $241,850-59.1% | $102,437-3.3% | $200,096-50.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 15.74% | 17.67%-1.9pp | 24.95%-9.2pp | 34.26%-18.5pp |
| Employer contribution / active EE | $6,417 | $4,253+50.9% | $3,871+65.8% | $3,038+111.2% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $373 | $288+29.4% | $8,388-95.6% | $269+38.5% |