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| Provider | Service type | Compensation |
|---|---|---|
MILBURN RAY & COMPANY, LLP3+ years Service code 10 4831 MERLOT AVENUE #320 · GRAPEVINE, TX 76051 | Accounting | $17,780 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 717 N. HARWOOD ST., SUITE 2500 · DALLAS, TX 75201 | Advisory (Plan) | $16,633 |
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 | $13,854 | $64,909-78.7% | $82,312-83.2% | $62,293-77.8% |
| Participation rate | 78.9% | 74.9%+4.0pp | 76.9%+2.0pp | 69.5%+9.3pp |
| Annual return | 12.92% | 21.18%-8.3pp | 25.88%-13.0pp | 28.90%-16.0pp |
| Employer contribution / active EE | $1,626 | $1,676-3.0% | $2,428-33.0% | $2,042-20.4% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $188 | $440-57.2% | $5,608-96.6% | $479-60.8% |