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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $38,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,750 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $320 |
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 | $89,636 | $60,165+49.0% | $74,184+20.8% | $55,167+62.5% |
| Participation rate | 94.3% | 74.2%+20.1pp | 76.6%+17.6pp | 69.0%+25.3pp |
| Annual return | 7.81% | 10.00%-2.2pp | 17.74%-9.9pp | 169.23%-161.4pp |
| Employer contribution / active EE | $2,774 | $1,600+73.4% | $2,370+17.0% | $1,963+41.3% |
| Participant deferral / active EE | $7,570 | $2,973+154.7% | $3,550+113.3% | $3,054+147.9% |
| Admin fee / account holder | $214 | $419-48.9% | $5,586-96.2% | $504-57.5% |