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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY4 years Filed as: GREATBANC Service code 21 · EIN 36-3681493 | Bank Trustee | $31,538 |
PRAIRIE CAPITAL ADVISORS5 years Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $22,250 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $12,500 |
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $9,957 |
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.
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 | $67,100 | $59,584+12.6% | $86,868-22.8% | $79,393-15.5% |
| Participation rate | 95.2% | 67.7%+27.5pp | 71.6%+23.6pp | 70.7%+24.5pp |
| Annual return | -1.88% | 23.15%-25.0pp | 63.53%-65.4pp | 116.87%-118.7pp |
| Employer contribution / active EE | $783 | $1,768-55.7% | $2,496-68.6% | $2,428-67.7% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,699-100.0% | $4,046-100.0% |
| Admin fee / account holder | $526 | $604-13.0% | $5,829-91.0% | $627-16.1% |