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| Provider | Service type | Compensation |
|---|---|---|
JOANN MARINO1 year Service code 25 · EIN 04-3473997 | Directed Trustee | $30,000 |
PRAIRIE CAPITAL ADVISORS3+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.); Direct ... | $13,950 |
KATZ, SAPPER & MILLER3+ years Service code 10 · EIN 35-1090346 | Accounting | $11,000 |
SES ADVISORS, INC.3+ years Service code 15 · EIN 04-3760707 | Recordkeeping | $10,550 |
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 | $10,699 | $69,305-84.6% | $82,312-87.0% | $69,631-84.6% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | -18.35% | 21.47%-39.8pp | 25.88%-44.2pp | 27571.02%-27589.4pp |
| Employer contribution / active EE | $1,537 | $1,887-18.5% | $2,428-36.7% | $2,032-24.4% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $215 | $97+121.7% | $5,608-96.2% | $110+95.0% |