Filed August 6, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $213,688 |
PRAIRIE CAPITAL ADVISORS1 year Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.); Consult... | $27,850 |
Filed as: TEXAS SERIES OF LOCKTON COMPANIES Service code 22 · EIN 20-5846089 | Insurance Broker | $27,000 |
RICHEY MAY & CO LLP1 year Filed as: RICHEY, MAY & COMPANY Service code 10 · EIN 71-0911208 | Accounting | $7,850 |
Service code 29 · EIN 36-4271298 | Legal | $6,900 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,312 | $122,602-86.7% | $177,839-90.8% | $93,223-82.5% |
| Participation rate | 99.8% | 91.3%+8.5pp | 87.7%+12.1pp | 74.9%+24.9pp |
| Annual return | 109.25% | 22.53%+86.7pp | 48.33%+60.9pp | 19.29%+90.0pp |
| Employer contribution / active EE | $0 | $4,338-100.0% | $5,919-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $0 | $7,134-100.0% | $7,714-100.0% | $4,563-100.0% |
| Admin fee / account holder | $30 | $62-51.7% | $12,432-99.8% | $79-62.5% |