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| Provider | Service type | Compensation |
|---|---|---|
PFG2 years Service code 14 1875 OLD ALABAMA RD., SUITE 1110 · ROSWELL, GA 30076 | Plan Administrator | $17,080 |
PRAIRIE CAPITAL ADVISORS3+ years Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.); Direct ... | $13,375 |
BENEFIT TRUST FEES1 year Service code 21 · EIN 27-0764022 | Bank Trustee | $6,020 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,707 | $80,753-36.0% | $136,298-62.1% | $62,293-17.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.51% | 35.83%-15.3pp | 5156.27%-5135.8pp | 28.90%-8.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $220 | $525-58.1% | $9,244-97.6% | $479-54.1% |