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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $72,393 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $52,491 |
FORVIS, LLP6 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $26,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,686 | $73,638+19.1% | $108,405-19.1% | $79,391+10.4% |
| Participation rate | 79.3% | 77.4%+2.0pp | 80.1%-0.8pp | 70.7%+8.6pp |
| Annual return | 12.28% | 33.27%-21.0pp | 905.55%-893.3pp | 116.88%-104.6pp |
| Employer contribution / active EE | $32 | $2,397-98.7% | $3,559-99.1% | $2,428-98.7% |
| Participant deferral / active EE | $8,889 | $6,218+43.0% | $6,563+35.4% | $4,046+119.7% |
| Admin fee / account holder | $360 | $638-43.6% | $7,297-95.1% | $627-42.5% |