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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD Service code 28 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Investment Management | $33,980 |
PRAIRIE CAPITAL ADVISORS4+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $15,945 |
CROWE LLP1 year Filed as: CROWE Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $14,997 |
KREISCHER MILLER4+ years Service code 10 · EIN 23-1980475 | Accounting | $10,000 |
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 | $215,725 | $58,093+271.3% | $80,022+169.6% | $56,289+283.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | 13.94% | 34.63%-20.7pp | 11.22%+2.7pp | -9.96%+23.9pp |
| Employer contribution / active EE | $2,076 | $1,933+7.4% | $2,468-15.9% | $2,111-1.7% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $445 | $623-28.5% | $6,521-93.2% | $521-14.6% |