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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON INVESTMENT Service code 27 444 W 47TH STREET STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $18,325 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $16,098 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,791 | $82,678-51.9% | $125,391-68.3% | $68,490-41.9% |
| Participation rate | 94.1% | 75.1%+19.1pp | 82.4%+11.7pp | 67.9%+26.2pp |
| Annual return | -18.07% | -5.97%-12.1pp | 572.41%-590.5pp | -7.85%-10.2pp |
| Employer contribution / active EE | $2,085 | $3,382-38.4% | $4,816-56.7% | $2,597-19.7% |
| Participant deferral / active EE | $2,955 | $6,111-51.6% | $7,448-60.3% | $4,028-26.6% |
| Admin fee / account holder | $275 | $6,277-95.6% | $10,009-97.2% | $5,403-94.9% |