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| Provider | Service type | Compensation |
|---|---|---|
PRAIRIE CAPITAL ADVISORS5+ years Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.); Consult... | $14,450 |
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $13,580 |
Filed as: LANCE STUDDARD Service code 20 · EIN 27-0764022 | Trustee (individual); Consulting fees | $12,000 |
Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $6,138 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,126 | $89,652+6.1% | $141,162-32.6% | $65,185+45.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 81.30% | 32.79%+48.5pp | 71.39%+9.9pp | 29.38%+51.9pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $200 | $569-64.8% | $10,261-98.0% | $847-76.4% |