Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRAIRIE CAPITAL ADVISORS1+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.); Direct ... | $14,458 |
SES ADVISORS, INC.1+ years Service code 15 · EIN 04-3760707 | Recordkeeping | $11,470 |
KATZ, SAPPER & MILLER1+ years Service code 10 · EIN 35-1090346 | Accounting | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,539 | $72,770-82.8% | $67,652-81.5% | $55,191-77.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | -9.96% | -3.26%-6.7pp | 6625.40%-6635.4pp | 10.78%-20.7pp |
| Employer contribution / active EE | $3,776 | $1,769+113.4% | $2,266+66.7% | $1,899+98.9% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $117 | $79+48.8% | $4,821-97.6% | $91+29.2% |