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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD Service code 28 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Investment Management | $26,764 |
PRAIRIE CAPITAL ADVISORS1+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $13,885 |
KREISCHER MILLER1+ years Service code 10 · EIN 23-1980475 | Accounting | $13,339 |
CROWE LLP1+ years Filed as: CROWE HORWATH Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $10,374 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,652 | $53,412+251.3% | $68,509+173.9% | $52,331+258.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 74.7%+25.3pp | 68.1%+31.9pp |
| Annual return | 18.31% | 3.42%+14.9pp | 8.27%+10.0pp | 4.54%+13.8pp |
| Employer contribution / active EE | $1,966 | $1,607+22.3% | $2,278-13.7% | $1,882+4.5% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $451 | $461-2.1% | $5,275-91.4% | $592-23.8% |