Filed February 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PRAIRIE CAPITAL ADVISORS3 years Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $29,757 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $14,000 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $10,500 |
POLSINELLI1 year Service code 29 900 W. 48TH PLACE SUITE 900 · KANSAS CITY, MO 64112 | Legal | $5,340 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,477 | $99,957+64.5% | $149,745+9.8% | $73,497+123.8% |
| Participation rate | 99.1% | 75.7%+23.4pp | 82.5%+16.6pp | 70.7%+28.4pp |
| Annual return | 7.31% | 53.87%-46.6pp | 276.72%-269.4pp | 28.51%-21.2pp |
| Employer contribution / active EE | $4,091 | $3,191+28.2% | $4,646-11.9% | $2,270+80.2% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $459 | $551-16.7% | $9,312-95.1% | $513-10.5% |