| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT8+ years Service code 28 · EIN 71-0163033 | Investment Management | $672,581 |
Filed as: LATHROP INVESTMENT MANAGEMENT CORP. Service code 27 · EIN 71-0545380 | Advisory (Plan) | $149,296 |
ELLIS, TUCKER & ALDRIDGE, LLP8+ years Service code 10 · EIN 71-0436076 | Accounting | $106,700 |
LITTLE SHANEYFELT MARSHALL & CO.8+ years Service code 10 · EIN 71-0804806 | Accounting | $26,000 |
Service code 29 · EIN 71-0513323 | Legal | $25,509 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,788 | $76,774+14.3% | $112,270-21.8% | $77,906+12.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -13.72% | -10.25%-3.5pp | 27.49%-41.2pp | 12.16%-25.9pp |
| Employer contribution / active EE | $6,373 | $3,977+60.3% | $3,635+75.3% | $2,846+123.9% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $381 | $239+59.5% | $6,411-94.1% | $133+187.5% |