Filed March 14, 2025
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 26-0058143 | Investment Management | $32,764 |
PRAIRIEVIEW PARTNERS, LLC4+ years Service code 28 · EIN 26-1121555 | Investment Management | $14,277 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $269 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,794 | $70,083+86.6% | $59,899+118.4% | $55,727+134.7% |
| Participation rate | 98.3% | 78.4%+19.9pp | 74.7%+23.6pp | 70.9%+27.5pp |
| Annual return | -3.73% | 3.13%-6.9pp | 3.46%-7.2pp | 244.94%-248.7pp |
| Employer contribution / active EE | $6,406 | $2,878+122.5% | $2,723+135.3% | $2,078+208.2% |
| Participant deferral / active EE | $5,641 | $3,079+83.2% | $3,403+65.8% | $3,356+68.1% |
| Admin fee / account holder | $37 | $70-47.7% | $3,592-99.0% | $115-68.1% |