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 |
|---|---|---|
BRYAN CAVE LLP1+ years Filed as: BRYAN, PENDLETON, SWATS & MCALLISTE Service code 13 · EIN 62-0853448 | Contract Administrator | $35,310 |
PRAIRIE CAPITAL ADVISORS1+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $21,450 |
MICHAEL SHIELDS1+ years Service code 20 · EIN 40-2660807 | Trustee (individual) | $17,500 |
MATHER & CO., CPAS, LLC1+ years Service code 10 · EIN 61-1210177 | Accounting | $5,700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,197 | $37,117+48.7% | $147,617-62.6% | $55,1910% |
| Participation rate | 97.7% | 63.6%+34.1pp | 84.6%+13.1pp | 69.2%+28.5pp |
| Annual return | 10.10% | 3.44%+6.7pp | 61.98%-51.9pp | 10.78%-0.7pp |
| Employer contribution / active EE | $3,296 | $1,620+103.4% | $5,564-40.8% | $1,899+73.6% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $153 | $86+78.2% | $11,612-98.7% | $91+68.0% |