| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT5+ years Service code 28 · EIN 71-0163033 | Investment Management | $514,935 |
Filed as: LATHROP INVESTMENT MANAGEMENT CORP. Service code 27 · EIN 71-0545380 | Advisory (Plan) | $126,000 |
ELLIS, TUCKER & ALDRIDGE, LLP5+ years Service code 10 · EIN 71-0436076 | Accounting | $86,025 |
LITTLE SHANEYFELT MARSHALL & CO.5+ years Service code 10 · EIN 71-0804806 | Accounting | $24,500 |
Service code 29 · EIN 71-0513323 | Legal | $19,559 |
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 | $84,313 | $66,051+27.6% | $92,916-9.3% | $77,775+8.4% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 27.48% | 20.69%+6.8pp | 109.45%-82.0pp | 32.58%-5.1pp |
| Employer contribution / active EE | $4,856 | $3,426+41.7% | $3,654+32.9% | $2,504+93.9% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $331 | $148+123.7% | $5,796-94.3% | $100+230.5% |