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| Provider | Service type | Compensation |
|---|---|---|
MILBURN RAY & COMPANY, LLP6+ years Service code 10 4831 MERLOT AVENUE #320 · GRAPEVINE, TX 76051 | Accounting | $31,350 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 717 N. HARWOOD ST., SUITE 2500 · DALLAS, TX 75201 | Advisory (Plan) | $14,440 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,422 | $73,638-81.8% | $95,960-86.0% | $73,493-81.7% |
| Participation rate | 96.3% | 76.2%+20.2pp | 77.1%+19.2pp | 70.7%+25.6pp |
| Annual return | 8.65% | 16.78%-8.1pp | 91.63%-83.0pp | 28.51%-19.9pp |
| Employer contribution / active EE | $1,471 | $1,863-21.1% | $2,541-42.1% | $2,270-35.2% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $207 | $482-57.2% | $6,797-97.0% | $513-59.7% |