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| Provider | Service type | Compensation |
|---|---|---|
PRAIRIE CAPITAL ADVISORS2+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.); Direct ... | $12,807 |
SES ADVISORS, INC.2+ years Service code 15 · EIN 04-3760707 | Recordkeeping | $11,810 |
KATZ, SAPPER & MILLER2+ years Service code 10 · EIN 35-1090346 | Accounting | $10,500 |
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 | $12,618 | $63,905-80.3% | $74,184-83.0% | $57,658-78.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -9.00% | 60.60%-69.6pp | 17.74%-26.7pp | 5.13%-14.1pp |
| Employer contribution / active EE | $3,311 | $1,840+79.9% | $2,370+39.7% | $1,974+67.8% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $105 | $91+15.8% | $5,586-98.1% | $95+11.6% |