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| Provider | Service type | Compensation |
|---|---|---|
GREATBANK COLLECTIVE1 year Filed as: GREATBANK Service code 21 · EIN 36-3681493 | Bank Trustee | $18,125 |
EKS&H LLLP1 year Filed as: EKS&H Service code 10 · EIN 46-1497033 | Accounting | $11,050 |
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $10,556 |
PRAIRIE CAPITAL ADVISORS1 year Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $9,375 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,188 | $50,385+17.5% | $75,501-21.6% | $62,293-5.0% |
| Participation rate | 94.1% | 67.7%+26.4pp | 72.4%+21.7pp | 69.5%+24.6pp |
| Annual return | 5.43% | 19.90%-14.5pp | 27.35%-21.9pp | 28.90%-23.5pp |
| Employer contribution / active EE | $595 | $1,537-61.3% | $2,352-74.7% | $2,042-70.9% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,142-100.0% | $3,169-100.0% |
| Admin fee / account holder | $413 | $384+7.4% | $5,801-92.9% | $479-13.9% |