| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT3+ years Service code 28 · EIN 71-0163033 | Investment Management | $426,370 |
Filed as: LATHROP INVESTMENT MANAGEMENT CORP. Service code 27 · EIN 71-0545380 | Advisory (Plan) | $112,643 |
ELLIS, TUCKER & ALDRIDGE, LLP3+ years Service code 10 · EIN 71-0436076 | Accounting | $74,100 |
Service code 29 · EIN 71-0513323 | Legal | $24,736 |
LITTLE SHANEYFELT MARSHALL & CO.3+ years Service code 10 · EIN 71-0804806 | Accounting | $21,200 |
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 | $72,384 | $221,442-67.3% | $92,240-21.5% | $77,958-7.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 13.68% | 15.65%-2.0pp | 176.29%-162.6pp | 20.87%-7.2pp |
| Employer contribution / active EE | $4,614 | $3,226+43.0% | $3,680+25.4% | $2,310+99.7% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $303 | $210+44.4% | $5,194-94.2% | $97+211.0% |