Filed November 28, 2018
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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY6 years Filed as: TI TRUST Service code 24 · EIN 20-1171923 | Discretionary Trustee | $59,439 |
PRAIRIE CAPITAL ADVISORS1 year Service code 34 · EIN 48-1170848 | Valuation (appraisals, etc.); Direct ... | $58,689 |
POLSINELLI1 year Filed as: POLSINELLI PC Service code 29 · EIN 43-1064260 | Legal | $54,661 |
Service code 14 · EIN 42-0127290 | Plan Administrator | $49,617 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $16,525 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,647 | $54,193+43.3% | $93,669-17.1% | $77,714-0.1% |
| Participation rate | 99.1% | 63.9%+35.2pp | 68.7%+30.4pp | 70.6%+28.5pp |
| Annual return | -13.61% | 30.54%-44.1pp | 133.59%-147.2pp | 31.26%-44.9pp |
| Employer contribution / active EE | $8,142 | $1,168+597.1% | $2,424+235.9% | $2,727+198.6% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,416-100.0% | $4,649-100.0% |
| Admin fee / account holder | $364 | $576-36.8% | $8,291-95.6% | $433-16.0% |