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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $34,833 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Other Commissions | $9,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,625 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE, INC Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,169 |
TD AMERITRADE, INC.1+ years Service code 33 | Securities brokerage | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,074 | $54,320+41.9% | $67,652+13.9% | $52,331+47.3% |
| Participation rate | 95.2% | 73.6%+21.6pp | 75.7%+19.5pp | 68.1%+27.1pp |
| Annual return | -0.96% | 6.81%-7.8pp | 6625.40%-6626.4pp | 4.54%-5.5pp |
| Employer contribution / active EE | $2,777 | $1,544+79.9% | $2,266+22.6% | $1,882+47.6% |
| Participant deferral / active EE | $7,247 | $2,950+145.6% | $3,560+103.6% | $3,022+139.8% |
| Admin fee / account holder | $181 | $527-65.6% | $4,821-96.2% | $592-69.3% |