Filed December 25, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 26 PO BOX 219153 · KANSAS CITY, MO 64187 | Advisory (Participants) | $70,000 |
WEAVER AND TIDWELL, LLP3+ years Filed as: WEAVER AND TIDWELL LLP Service code 10 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $21,000 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $17,442 |
THE LAMPO GROUP, INC.1 year Filed as: THE LAMPO GROUP INC. Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $10,265 |
MORNINGSTAR3+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $8,229 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,815 | $60,545+126.0% | $92,240+48.3% | $69,631+96.5% |
| Participation rate | 97.4% | 72.2%+25.3pp | 76.5%+21.0pp | 70.7%+26.8pp |
| Annual return | 18.54% | 19.71%-1.2pp | 176.29%-157.8pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $5,345 | $2,633+103.0% | $3,680+45.3% | $2,032+163.0% |
| Participant deferral / active EE | $7,960 | $2,828+181.5% | $3,897+104.3% | $3,224+146.9% |
| Admin fee / account holder | $123 | $145-14.9% | $5,194-97.6% | $110+11.5% |