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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 16 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 64112 | Consulting | $9,375 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: JP MORGAN RETIREMENT PLAN SERVICES Service code 64 · EIN 71-0930784 | Recordkeeping Fees | $1,048 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,080 | $55,182+16.1% | $73,309-12.6% | $55,191+16.1% |
| Participation rate | 82.0% | 73.9%+8.0pp | 74.9%+7.1pp | 69.2%+12.8pp |
| Annual return | -5.35% | 8.55%-13.9pp | 5.67%-11.0pp | 10.78%-16.1pp |
| Employer contribution / active EE | $1,539 | $1,935-20.5% | $3,237-52.5% | $1,899-19.0% |
| Participant deferral / active EE | $4,522 | $4,641-2.6% | $4,991-9.4% | $3,046+48.5% |
| Admin fee / account holder | $34 | $68-50.1% | $5,635-99.4% | $91-62.4% |