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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $216,821 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $28,681 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $21,368 |
WHITLEY PENN LLP1 year Service code 10 · EIN 75-2393478 | Accounting | $12,400 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
REDDY ICE LLC1 year Service code 49 · EIN 75-2244985 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,287 | $61,756-72.0% | $70,098-75.3% | $77,906-77.8% |
| Participation rate | 95.8% | 79.9%+15.9pp | 70.5%+25.3pp | 73.7%+22.1pp |
| Annual return | -15.42% | -11.86%-3.6pp | 190.76%-206.2pp | 12.16%-27.6pp |
| Employer contribution / active EE | $977 | $2,706-63.9% | $2,560-61.8% | $2,846-65.7% |
| Participant deferral / active EE | $3,143 | $3,977-21.0% | $3,849-18.4% | $4,805-34.6% |
| Admin fee / account holder | $112 | $101+10.6% | $6,266-98.2% | $133-15.5% |