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| Provider | Service type | Compensation |
|---|---|---|
PRAIRIE CAPITAL ADVISORS7+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.); Direct ... | $35,250 |
Service code 13 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $34,059 |
JOANN MARINO5 years Service code 25 1706 LYNBROOKE DRIVE · YARDLEY, PA 19067 | Directed Trustee | $25,000 |
KATZ, SAPPER & MILLER7+ years Service code 10 · EIN 35-1090346 | Accounting | $12,250 |
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 | $10,578 | $185,342-94.3% | $111,306-90.5% | $86,821-87.8% |
| Participation rate | 99.7% | 81.0%+18.7pp | 77.3%+22.4pp | 72.3%+27.4pp |
| Annual return | 6.97% | 500.80%-493.8pp | 54.67%-47.7pp | 97.94%-91.0pp |
| Employer contribution / active EE | $1,011 | $2,246-55.0% | $2,732-63.0% | $2,406-58.0% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $236 | $255-7.7% | $7,966-97.0% | $170+39.0% |