| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT4+ years Service code 28 · EIN 71-0163033 | Investment Management | $482,062 |
Filed as: LATHROP INVESTMENT MANAGEMENT CORP. Service code 27 · EIN 71-0545380 | Advisory (Plan) | $119,891 |
ELLIS, TUCKER & ALDRIDGE, LLP4+ years Service code 10 · EIN 71-0436076 | Accounting | $79,333 |
Service code 29 · EIN 71-0513323 | Legal | $30,931 |
LITTLE SHANEYFELT MARSHALL & CO.4+ years Service code 10 · EIN 71-0804806 | Accounting | $21,900 |
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 | $70,307 | $60,396+16.4% | $83,831-16.1% | $75,289-6.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -0.95% | 3.84%-4.8pp | 850.99%-851.9pp | -0.04%-0.9pp |
| Employer contribution / active EE | $4,897 | $3,343+46.5% | $3,631+34.9% | $2,405+103.6% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $332 | $141+134.8% | $5,479-93.9% | $102+224.2% |