| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT7+ years Service code 28 · EIN 71-0163033 | Investment Management | $680,913 |
Filed as: LATHROP INVESTMENT MANAGEMENT CORP. Service code 27 · EIN 71-0545380 | Advisory (Plan) | $150,348 |
ELLIS, TUCKER & ALDRIDGE, LLP7+ years Service code 10 · EIN 71-0436076 | Accounting | $94,800 |
LITTLE SHANEYFELT MARSHALL & CO.7+ years Service code 10 · EIN 71-0804806 | Accounting | $26,000 |
Service code 29 · EIN 71-0513323 | Legal | $22,929 |
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 | $105,203 | $88,770+18.5% | $109,191-3.7% | $93,010+13.1% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 17.41% | 60.64%-43.2pp | 25.76%-8.4pp | 158.70%-141.3pp |
| Employer contribution / active EE | $6,363 | $3,780+68.4% | $3,723+70.9% | $2,705+135.2% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $383 | $172+122.5% | $6,756-94.3% | $152+152.8% |