| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT2+ years Service code 28 · EIN 71-0163033 | Investment Management | $415,661 |
Filed as: LATHROP INVESTMENT MANAGEMENT CORP. Service code 27 · EIN 71-0545380 | Advisory (Plan) | $105,721 |
ELLIS, TUCKER & ALDRIDGE, LLP2+ years Service code 10 · EIN 71-0436076 | Accounting | $70,512 |
Service code 29 · EIN 71-0513323 | Legal | $25,625 |
LITTLE SHANEYFELT MARSHALL & CO.2+ years Service code 10 · EIN 71-0804806 | Accounting | $21,500 |
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 | $68,271 | $57,921+17.9% | $84,753-19.4% | $57,661+18.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 10.41% | 10.24%+0.2pp | 22.78%-12.4pp | 5.13%+5.3pp |
| Employer contribution / active EE | $7,976 | $2,598+207.0% | $3,574+123.2% | $1,974+304.1% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $309 | $130+137.9% | $5,333-94.2% | $95+226.3% |