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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LANE GORMAN TRUBITT LLC Service code 10 · EIN 75-1044330 | Accounting | $8,507 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 26 PO BOX 219153 · KANSAS CITY, MO 641219153 | Advisory (Participants) | $7,405 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,441 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,612 | $35,485-13.7% | $74,551-58.9% | $55,725-45.1% |
| Participation rate | 46.9% | 62.5%-15.6pp | 69.1%-22.2pp | 70.9%-23.9pp |
| Annual return | -5.17% | 0.72%-5.9pp | 32.53%-37.7pp | 244.93%-250.1pp |
| Employer contribution / active EE | $759 | $777-2.3% | $1,961-61.3% | $2,078-63.5% |
| Participant deferral / active EE | $1,931 | $2,181-11.4% | $3,108-37.9% | $3,356-42.4% |
| Admin fee / account holder | $84 | $114-26.5% | $5,059-98.3% | $115-27.0% |