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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB Service code 28 120 SOUTH CENTRAL AVENUE · SAINT LOUIS, MO 63105 | Investment Management | $21,860 |
RUBINBROWN LLP10+ years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $18,100 |
MENKE & ASSOCIATES, INC.10+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $17,123 |
PRAIRIE CAPITAL ADVISORS10+ years Filed as: PRARIE CAPITAL Service code 34 ONE MID AMERICAN PLAZA · OAKBROOK TERRACE, IL 60181 | Valuation (appraisals, etc.) | $16,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,901 | $88,203+124.4% | $165,100+19.9% | $74,478+165.7% |
| Participation rate | 98.4% | 73.1%+25.3pp | 78.6%+19.8pp | 67.2%+31.2pp |
| Annual return | 10.48% | 17.13%-6.7pp | 70.21%-59.7pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $8,098 | $2,601+211.4% | $4,348+86.3% | $2,626+208.4% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $372 | $2,235-83.4% | $12,696-97.1% | $1,946-80.9% |