Filed February 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PRAIRIE CAPITAL ADVISORS4 years Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $29,969 |
POLSINELLI2 years Service code 29 900 W. 48TH PLACE SUITE 900 · KANSAS CITY, MO 64112 | Legal | $22,311 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $14,500 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $11,287 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $261,771 | $104,497+150.5% | $159,487+64.1% | $79,389+229.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 54.61% | 67.98%-13.4pp | 263.71%-209.1pp | 116.89%-62.3pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $648 | $711-8.9% | $10,804-94.0% | $626+3.5% |