Filed August 6, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $996,270 |
PRAIRIE CAPITAL ADVISORS4 years Filed as: PRAIRIE CAPITAL ADVISORS INC Service code 34 · EIN 36-4072641 | Investment management fees paid direc... | $118,200 |
LEVENFELD PEARLSTEIN, LLC3 years Filed as: LEVENFELD PEARLSTEIN LLC Service code 29 · EIN 36-4271298 | Legal | $23,998 |
RICHEY MAY & CO LLP4 years Filed as: RICHEY MAY AND COMPANY Service code 49 · EIN 71-0911208 | Other Services | $8,700 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $20,045 | $122,585-83.6% | $184,256-89.1% | $200,096-90.0% |
| Participation rate | 99.9% | 86.9%+13.0pp | 86.8%+13.1pp | 72.0%+27.9pp |
| Annual return | 35.31% | 144.12%-108.8pp | 28.85%+6.5pp | 34.26%+1.1pp |
| Employer contribution / active EE | $0 | $4,571-100.0% | $6,427-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $0 | $7,972-100.0% | $9,133-100.0% | $5,090-100.0% |
| Admin fee / account holder | $55 | $120-54.5% | $13,899-99.6% | $269-79.7% |