| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT1+ years Service code 28 · EIN 71-0163033 | Investment Management | $407,270 |
Filed as: LATHROP INVESTMENT MANAGEMENT CORP. Service code 27 · EIN 71-0545380 | Advisory (Plan) | $104,788 |
ELLIS, TUCKER & ALDRIDGE, LLP1+ years Service code 10 · EIN 71-0436076 | Accounting | $65,083 |
Service code 29 · EIN 71-0513323 | Legal | $39,819 |
LITTLE SHANEYFELT MARSHALL & CO.1+ years Service code 10 · EIN 71-0804806 | Accounting | $19,250 |
ALLEN LAW FIRM1+ years Service code 29 · EIN 71-0638497 | Legal | $6,624 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,777 | $50,498+24.3% | $75,784-17.2% | $55,191+13.7% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | 1.18% | 1.80%-0.6pp | 9.68%-8.5pp | 10.78%-9.6pp |
| Employer contribution / active EE | $5,780 | $2,291+152.3% | $3,323+73.9% | $1,899+204.4% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $320 | $123+159.8% | $5,300-94.0% | $91+252.1% |