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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $43,094 |
VENTURA3 years Service code 25 · EIN 82-2898965 | Directed Trustee | $31,505 |
PRAIRIE CAPITAL ADVISORS1 year Filed as: PRAIRIE CAPTIAL Service code 34 ONE MID AMERICA PLAZA · OAKBROOK TERRACE, IL 60181 | Other fees; Valuation (appraisals, etc.) | $19,565 |
Filed as: BMS LLC Service code 10 · EIN 46-1498870 | Accounting | $15,225 |
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 | $207,629 | $82,163+152.7% | $125,363+65.6% | $64,814+220.3% |
| Participation rate | 90.4% | 77.9%+12.5pp | 82.4%+8.0pp | 71.5%+18.9pp |
| Annual return | 126.09% | 3.49%+122.6pp | 572.15%-446.1pp | 32.84%+93.3pp |
| Employer contribution / active EE | $1,597 | $3,616-55.8% | $4,815-66.8% | $2,507-36.3% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,447-100.0% | $4,310-100.0% |
| Admin fee / account holder | $331 | $163+102.8% | $10,005-96.7% | $188+76.2% |