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| Provider | Service type | Compensation |
|---|---|---|
PRAIRIE CAPITAL ADVISORS1 year Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 18W140 BUTTERFIELD ROAD · OAKBROOK TERRACE, IL 60181 | Valuation (appraisals, etc.) | $24,650 |
Filed as: PRUDENT FIDUCIARY SERVICES, LLC Service code 21 100 N. BARRANCA ST · WEST COVINA, CA 91791 | Bank Trustee | $12,900 |
WRIGHT FORD YOUNG & CO2 years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 | Accounting | $5,000 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,394 | $93,182-23.4% | $146,643-51.3% | $79,391-10.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 98.71% | 21.61%+77.1pp | 22.75%+76.0pp | 116.88%-18.2pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,137-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $184 | $585-68.5% | $10,280-98.2% | $627-70.6% |