Filed November 28, 2018
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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY2 years Filed as: TI TRUST Service code 20 · EIN 20-1171923 | Trustee (individual); Recordkeeping fees | $34,703 |
PRAIRIE CAPITAL ADVISORS2 years Filed as: PRAIRIE CAPITAL Service code 28 · EIN 48-1170848 | Investment Management | $28,750 |
PFG2 years Service code 14 · EIN 42-1520346 | Plan Administrator | $28,422 |
SCRIBNER COHEN2 years Service code 10 · EIN 39-1210538 | Accounting | $17,000 |
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 | $40,649 | $64,286-36.8% | $90,970-55.3% | $73,412-44.6% |
| Participation rate | 98.7% | 63.6%+35.1pp | 69.0%+29.7pp | 72.2%+26.5pp |
| Annual return | 28.23% | 21.46%+6.8pp | 134.60%-106.4pp | 59.30%-31.1pp |
| Employer contribution / active EE | $2,515 | $895+181.1% | $2,122+18.5% | $2,234+12.6% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,806-100.0% |
| Admin fee / account holder | $274 | $287-4.7% | $5,961-95.4% | $158+73.2% |