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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 717 N. HARWOOD ST., SUITE 2500 · DALLAS, TX 75201 | Advisory (Plan) | $19,011 |
MILBURN RAY & COMPANY, LLP1+ years Service code 10 4831 MERLOT AVENUE #320 · GRAPEVINE, TX 76051 | Accounting | $18,825 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Direct payment from the plan; Trustee... | $2,129 |
DAILYACCESS CORPORATION1+ years Filed as: DAILYACCESS Service code 15 · EIN 63-1156117 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,088 | $54,320-81.4% | $67,652-85.1% | $52,331-80.7% |
| Participation rate | 94.1% | 73.6%+20.5pp | 75.7%+18.5pp | 68.1%+26.0pp |
| Annual return | -4.33% | 6.81%-11.1pp | 6625.40%-6629.7pp | 4.54%-8.9pp |
| Employer contribution / active EE | $1,471 | $1,544-4.7% | $2,266-35.1% | $1,882-21.8% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $209 | $527-60.3% | $4,821-95.7% | $592-64.6% |