Filed February 11, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRAIRIE CAPITAL ADVISORS1 year Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $26,250 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $10,155 |
LATHROPE AND GAGE1 year Service code 29 · EIN 43-0948710 | Legal | $7,628 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $149,787 | $73,102+104.9% | $123,553+21.2% | $56,289+166.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 13.45% | 3.01%+10.4pp | 119.21%-105.8pp | -9.96%+23.4pp |
| Employer contribution / active EE | $865 | $2,977-70.9% | $4,628-81.3% | $2,111-59.0% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $367 | $554-33.8% | $9,284-96.0% | $521-29.6% |