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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 · EIN 42-0127290 | Recordkeeping | $79,575 |
BANKERS TRUST COMPANY1 year Filed as: TI TRUST Service code 24 · EIN 20-1171923 | Discretionary Trustee | $40,000 |
PRAIRIE CAPITAL ADVISORS4 years Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $37,250 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 61-1210177 | Accounting | $10,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,806 | $50,150-28.6% | $149,723-76.1% | $80,169-55.3% |
| Participation rate | 80.6% | 64.3%+16.3pp | 78.8%+1.8pp | 72.9%+7.6pp |
| Annual return | 16.53% | 29.80%-13.3pp | 134.50%-118.0pp | 40.39%-23.9pp |
| Employer contribution / active EE | $1,407 | $1,868-24.7% | $4,821-70.8% | $2,978-52.7% |
| Participant deferral / active EE | $0 | $3,195-100.0% | $5,682-100.0% | $5,016-100.0% |
| Admin fee / account holder | $93 | $153-39.0% | $13,215-99.3% | $145-35.8% |