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, LLC6+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64187 | Consulting | $90,000 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $16,694 |
RAMSEY SOLUTIONS1 year Filed as: RAMSEY FINANCIAL WELLNESS Service code 26 1749 MALLORY LN · BRENTWOOD, TN 37027 | Advisory (Participants) | $10,042 |
MORNINGSTAR6+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $7,232 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,344 | $91,517+89.4% | $101,275+71.2% | $73,412+136.1% |
| Participation rate | 97.4% | 73.8%+23.7pp | 75.8%+21.6pp | 72.2%+25.3pp |
| Annual return | 15.42% | 17.17%-1.7pp | 46.48%-31.1pp | 59.30%-43.9pp |
| Employer contribution / active EE | $4,725 | $2,877+64.2% | $3,660+29.1% | $2,234+111.5% |
| Participant deferral / active EE | $9,945 | $3,338+197.9% | $4,371+127.5% | $3,806+161.3% |
| Admin fee / account holder | $114 | $216-47.4% | $5,948-98.1% | $158-28.1% |