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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD Service code 28 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Investment Management | $34,397 |
VENTURA1 year Service code 20 719 W. MINNEHAHA PKWY · MINNEAPOLIS, MN 55419 | Trustee (individual) | $28,000 |
PRAIRIE CAPITAL ADVISORS5+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $16,005 |
KREISCHER MILLER5+ years Service code 10 · EIN 23-1980475 | Accounting | $14,934 |
CROWE LLP2 years Filed as: CROWE Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $7,819 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $362,156 | $66,319+446.1% | $93,621+286.8% | $65,188+455.6% |
| Participation rate | 99.4% | 74.0%+25.4pp | 75.8%+23.6pp | 70.2%+29.2pp |
| Annual return | 100.31% | 42.59%+57.7pp | 32.76%+67.5pp | 29.38%+70.9pp |
| Employer contribution / active EE | $3,154 | $2,013+56.7% | $2,719+16.0% | $2,177+44.9% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,070-100.0% | $3,514-100.0% |
| Admin fee / account holder | $431 | $6,900-93.7% | $7,890-94.5% | $847-49.1% |