Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC3+ 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 | $1,000 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $614 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE INC Service code 33 | Securities brokerage | $0 |
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 | $108,158 | $64,909+66.6% | $82,312+31.4% | $62,293+73.6% |
| Participation rate | 92.6% | 74.9%+17.8pp | 76.9%+15.7pp | 69.5%+23.1pp |
| Annual return | 17.09% | 21.18%-4.1pp | 25.88%-8.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $2,841 | $1,676+69.5% | $2,428+17.0% | $2,042+39.1% |
| Participant deferral / active EE | $7,453 | $3,103+140.2% | $3,706+101.1% | $3,169+135.2% |
| Admin fee / account holder | $216 | $440-50.8% | $5,608-96.1% | $479-54.8% |