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| Provider | Service type | Compensation |
|---|---|---|
LANCE SOLL & LUNGHARD LLP5 years Filed as: LANCE STUDDARD Service code 25 · EIN 43-0995254 | Directed Trustee | $18,625 |
PRAIRIE CAPITAL ADVISORS9+ years Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Consulting fees; Valuation (appraisal... | $9,763 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,610 | $91,439+127.0% | $135,974+52.7% | $71,511+190.3% |
| Participation rate | 95.1% | 75.7%+19.4pp | 81.9%+13.2pp | 67.9%+27.1pp |
| Annual return | 12.37% | 29.90%-17.5pp | 68.30%-55.9pp | 28.86%-16.5pp |
| Employer contribution / active EE | $1,553 | $3,705-58.1% | $4,859-68.0% | $2,589-40.0% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $109 | $1,267-91.4% | $10,767-99.0% | $1,588-93.1% |