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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC6+ years Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $65,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,811 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,946 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE AND MORAN Service code 99 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Other Fees | $16,000 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $175 |
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 | $91,503 | $79,519+15.1% | $95,960-4.6% | $73,412+24.6% |
| Participation rate | 97.5% | 81.2%+16.4pp | 77.1%+20.5pp | 72.2%+25.4pp |
| Annual return | 18.55% | 19.20%-0.6pp | 91.63%-73.1pp | 59.30%-40.7pp |
| Employer contribution / active EE | $1,985 | $2,048-3.1% | $2,541-21.9% | $2,234-11.1% |
| Participant deferral / active EE | $8,259 | $4,138+99.6% | $4,167+98.2% | $3,806+117.0% |
| Admin fee / account holder | $280 | $184+51.9% | $6,797-95.9% | $158+77.4% |