Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRAIRIE CAPITAL ADVISORS8+ years Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.); Other fees | $17,550 |
LANCE SOLL & LUNGHARD LLP4 years Filed as: LANCE STUDDARD Service code 24 · EIN 43-0995254 | Discretionary Trustee | $14,500 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $5,958 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,687 | $84,493+162.4% | $125,381+76.8% | $66,938+231.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 6.57% | -8.49%+15.1pp | 572.31%-565.7pp | 1.58%+5.0pp |
| Employer contribution / active EE | $31,410 | $3,554+783.9% | $4,815+552.3% | $2,545+1134.1% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $180 | $685-73.7% | $10,007-98.2% | $594-69.6% |