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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) | $17,674 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $15,849 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,458 | $93,617-45.0% | $135,982-62.2% | $75,177-31.6% |
| Participation rate | 84.8% | 75.2%+9.6pp | 81.9%+2.9pp | 67.2%+17.6pp |
| Annual return | 17.13% | 30.89%-13.8pp | 68.32%-51.2pp | 160.75%-143.6pp |
| Employer contribution / active EE | $2,359 | $3,538-33.3% | $4,859-51.5% | $2,671-11.7% |
| Participant deferral / active EE | $3,305 | $6,406-48.4% | $7,760-57.4% | $4,126-19.9% |
| Admin fee / account holder | $302 | $6,980-95.7% | $10,767-97.2% | $5,651-94.7% |