Filed March 14, 2025
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,437 |
PRAIRIEVIEW PARTNERS, LLC7+ years Service code 28 · EIN 26-1121555 | Investment Management | $9,639 |
Filed as: CARLSON CAPITAL MANAGEMENT, LLC Service code 28 · EIN 47-2510641 | Investment Management | $5,104 |
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 | $184,430 | $94,836+94.5% | $75,728+143.5% | $86,828+112.4% |
| Participation rate | 96.2% | 79.1%+17.1pp | 74.8%+21.4pp | 72.3%+24.0pp |
| Annual return | 13.24% | 16.90%-3.7pp | 104.66%-91.4pp | 97.95%-84.7pp |
| Employer contribution / active EE | $9,781 | $2,908+236.4% | $2,743+256.5% | $2,406+306.5% |
| Participant deferral / active EE | $6,764 | $3,632+86.2% | $3,820+77.1% | $4,132+63.7% |
| Admin fee / account holder | $19 | $108-82.1% | $3,620-99.5% | $170-88.6% |