Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRAIRIE CAPITAL ADVISORS3 years Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $21,441 |
GREAT BANK1 year Service code 20 · EIN 36-3681493 | Trustee (individual); Direct payment ... | $20,755 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-0127290 | Plan Administrator | $15,962 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,269 | $50,666+28.8% | $76,657-14.9% | $65,185+0.1% |
| Participation rate | 94.5% | 68.8%+25.7pp | 72.1%+22.4pp | 70.2%+24.3pp |
| Annual return | 20.84% | 28.51%-7.7pp | 1166.74%-1145.9pp | 29.38%-8.5pp |
| Employer contribution / active EE | $599 | $1,575-62.0% | $2,303-74.0% | $2,177-72.5% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $3,335-100.0% | $3,514-100.0% |
| Admin fee / account holder | $431 | $463-6.9% | $6,423-93.3% | $847-49.1% |