Filed October 10, 2024 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRAIRIE CAPITAL MANAGEMENT3+ years Filed as: PRAIRIE CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-3106256 4801 MAIN STREET, SUITE 520 · KANSAS CITY, MO 64112 | Investment Management | $61,211 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 1120 SOUTH 101ST STREET, SUITE 400 · OMAHA, NE 68124 | Actuarial | $21,530 |
COMMERCE BANK3+ years Filed as: THE COMMERCE TRUST COMPANY Service code 19 · EIN 44-0206815 922 WALNUT · KANSAS CITY, MO 67106 | Securities Custodian | $20,586 |
STROHM BALLWEG LLP3+ years Service code 10 · EIN 39-1969986 9701 BRADER WAY, SUITE 301 · MIDDLETON, WI 53562 | Accounting | $8,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 4.91% | 12.23%-7.3pp | 10.36%-5.5pp | 13.95%-9.0pp |
| Employer contribution / active EE | $98,557 | $18,059+445.7% | $37,738+161.2% | $16,598+493.8% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |