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| 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 | $241,450-59.0% | $103,378-4.2% | $199,874-50.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 15.74% | 17.80%-2.1pp | 24.91%-9.2pp | 34.28%-18.5pp |
| Employer contribution / active EE | $6,417 | $4,250+51.0% | $3,870+65.8% | $3,036+111.3% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $5,058-100.0% | $5,090-100.0% |
| Admin fee / account holder | $373 | $288+29.6% | $8,401-95.6% | $269+38.6% |