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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB Service code 28 120 SOUTH CENTRAL AVENUE · SAINT LOUIS, MO 63105 | Investment Management | $21,818 |
RUBINBROWN LLP5+ years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $12,995 |
MENKE & ASSOCIATES, INC.5+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $12,360 |
PRAIRIE CAPITAL ADVISORS5+ years Filed as: PRARIE CAPITAL Service code 34 ONE MID AMERICAN PLAZA · OAKBROOK TERRACE, IL 60181 | Valuation (appraisals, etc.) | $12,112 |
ESOP ECONOMICS1 year Service code 11 PO BOX #577 · FORT WASHINGTON, PA 19034 | Actuarial | $6,502 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,375 | $86,341+70.7% | $125,192+17.7% | $65,185+126.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 17.58% | 27.44%-9.9pp | 43.79%-26.2pp | 29.38%-11.8pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $414 | $609-32.1% | $9,704-95.7% | $847-51.2% |