| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT6+ years Service code 28 · EIN 71-0163033 | Investment Management | $564,985 |
Filed as: LATHROP INVESTMENT MANAGEMENT CORP. Service code 27 · EIN 71-0545380 | Advisory (Plan) | $131,899 |
ELLIS, TUCKER & ALDRIDGE, LLP6+ years Service code 10 · EIN 71-0436076 | Accounting | $90,125 |
LITTLE SHANEYFELT MARSHALL & CO.6+ years Service code 10 · EIN 71-0804806 | Accounting | $25,500 |
Service code 29 · EIN 71-0513323 | Legal | $22,214 |
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 | $92,974 | $81,719+13.8% | $101,275-8.2% | $90,274+3.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 16.00% | 337.64%-321.6pp | 46.46%-30.5pp | 53.97%-38.0pp |
| Employer contribution / active EE | $5,820 | $3,622+60.7% | $3,660+59.0% | $2,523+130.6% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $341 | $162+110.4% | $5,948-94.3% | $114+198.6% |