Filed November 28, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRAIRIE CAPITAL ADVISORS1+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC Service code 34 425 2ND ST SE · CEDAR RAPIDS, IA 52401 | Direct payment from the plan; Valuati... | $26,526 |
ESOP PARTNERS LLC1+ years Filed as: ESOP PARTNERS Service code 15 · EIN 20-5396546 | Recordkeeping | $7,775 |
Participant contribution per participant 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 | $45,450 | $35,485+28.1% | $74,551-39.0% | $55,725-18.4% |
| Participation rate | 97.8% | 62.5%+35.3pp | 69.1%+28.6pp | 70.9%+26.9pp |
| Annual return | 30.20% | 0.72%+29.5pp | 32.53%-2.3pp | 244.93%-214.7pp |
| Employer contribution / active EE | $1,645 | $777+111.7% | $1,961-16.1% | $2,078-20.8% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $110 | $114-3.8% | $5,059-97.8% | $115-4.5% |