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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY2 years Filed as: FINDLEY, INC. Service code 13 · EIN 34-1213174 | Contract Administrator | $34,520 |
MICHAEL SHIELDS4+ years Service code 20 · EIN 40-2660807 | Trustee (individual) | $20,000 |
PRAIRIE CAPITAL ADVISORS4+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $13,750 |
MATHER & CO., CPAS, LLC4+ years Service code 10 · EIN 61-1210177 | Accounting | $11,350 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,237 | $45,382-15.7% | $154,108-75.2% | $75,289-49.2% |
| Participation rate | 96.6% | 65.9%+30.7pp | 83.0%+13.5pp | 72.4%+24.1pp |
| Annual return | 7.69% | -0.47%+8.2pp | 735.21%-727.5pp | -0.04%+7.7pp |
| Employer contribution / active EE | $1,331 | $1,533-13.2% | $5,298-74.9% | $2,405-44.7% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $79 | $89-11.9% | $13,411-99.4% | $102-23.1% |