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| Provider | Service type | Compensation |
|---|---|---|
PRAIRIE CAPITAL ADVISORS1 year Service code 11 · EIN 36-4072641 | Actuarial | $77,836 |
FINDLEY1 year Service code 15 · EIN 34-1213174 | Recordkeeping | $76,812 |
MATHER & CO., CPAS, LLC1 year Filed as: MATHER & CO. CPAS, LLC Service code 10 · EIN 61-1210177 | Accounting | $12,800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,495 | $56,095-49.2% | $178,503-84.0% | $90,274-68.4% |
| Participation rate | 81.1% | 65.6%+15.5pp | 81.9%-0.8pp | 73.4%+7.7pp |
| Annual return | 5.26% | 28.81%-23.6pp | 151.12%-145.9pp | 53.97%-48.7pp |
| Employer contribution / active EE | $720 | $1,572-54.2% | $5,011-85.6% | $2,523-71.5% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $109 | $101+7.9% | $13,987-99.2% | $114-4.8% |