| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT9+ years Service code 28 · EIN 71-0163033 | Investment Management | $668,021 |
Filed as: LATHROP INVESTMENT MANAGEMENT CORP. Service code 27 · EIN 71-0545380 | Advisory (Plan) | $148,455 |
ELLIS, TUCKER & ALDRIDGE, LLP9+ years Service code 10 · EIN 71-0436076 | Accounting | $113,700 |
LITTLE SHANEYFELT MARSHALL & CO.9+ years Service code 10 · EIN 71-0804806 | Accounting | $26,000 |
Service code 29 · EIN 71-0513323 | Legal | $22,077 |
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 | $94,942 | $88,479+7.3% | $96,543-1.7% | $80,187+18.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 13.66% | 22.53%-8.9pp | 35.75%-22.1pp | 40.40%-26.7pp |
| Employer contribution / active EE | $5,415 | $4,177+29.6% | $3,741+44.8% | $2,980+81.7% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $371 | $211+75.3% | $6,737-94.5% | $145+155.6% |