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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $6,026 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Filed as: LOCKTON Service code 26 · EIN 20-8874282 | Advisory (Participants) | $5,963 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,454 |
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 | $40,391 | $64,286-37.2% | $90,970-55.6% | $73,412-45.0% |
| Participation rate | 52.0% | 63.6%-11.6pp | 69.0%-17.0pp | 72.2%-20.2pp |
| Annual return | 14.70% | 21.46%-6.8pp | 134.60%-119.9pp | 59.30%-44.6pp |
| Employer contribution / active EE | $431 | $895-51.8% | $2,122-79.7% | $2,234-80.7% |
| Participant deferral / active EE | $2,192 | $2,453-10.7% | $3,373-35.0% | $3,806-42.4% |
| Admin fee / account holder | $67 | $287-76.6% | $5,961-98.9% | $158-57.4% |