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| Provider | Service type | Compensation |
|---|---|---|
RUBINBROWN LLP1+ years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $22,023 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 28 120 SOUTH CENTRAL AVENUE · SAINT LOUIS, MO 63105 | Investment Management | $16,035 |
PRAIRIE CAPITAL ADVISORS1+ years Filed as: PRARIE CAPITAL Service code 34 ONE MID AMERICAN PLAZA · OAKBROOK TERRACE, IL 60181 | Valuation (appraisals, etc.) | $10,127 |
MENKE & ASSOCIATES, INC.1+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $9,050 |
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 | $120,311 | $57,108+110.7% | $94,229+27.7% | $52,331+129.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 7.67% | 1.47%+6.2pp | 10.68%-3.0pp | 4.54%+3.1pp |
| Employer contribution / active EE | $2,393 | $1,735+37.9% | $3,587-33.3% | $1,882+27.2% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $392 | $546-28.3% | $6,269-93.7% | $592-33.7% |