Filed October 10, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRAIRIE CAPITAL MANAGEMENT2+ years Filed as: PRAIRIE CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-3106256 4801 MAIN STREET, SUITE 520 · KANSAS CITY, MO 64112 | Investment Management | $59,101 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 1120 SOUTH 101ST STREET, SUITE 400 · OMAHA, NE 68124 | Actuarial | $26,352 |
COMMERCE BANK2+ years Filed as: THE COMMERCE TRUST COMPANY Service code 19 · EIN 44-0206815 922 WALNUT · KANSAS CITY, MO 67106 | Securities Custodian | $21,729 |
STROHM BALLWEG LLP2+ years Service code 10 · EIN 39-1969986 9701 BRADER WAY, SUITE 301 · MIDDLETON, WI 53562 | Accounting | $17,700 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 2.40% | 5.80%-3.4pp | 4.74%-2.3pp | 11.88%-9.5pp |
| Employer contribution / active EE | $6,803 | $15,506-56.1% | $36,089-81.2% | $14,612-53.4% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |