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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY5 years Filed as: GREATBANC Service code 21 · EIN 36-3681493 | Bank Trustee | $42,878 |
PRAIRIE CAPITAL ADVISORS6 years Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.); Direct ... | $25,181 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $15,750 |
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $13,583 |
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 | $50,668 | $50,199+0.9% | $69,884-27.5% | $66,938-24.3% |
| Participation rate | 95.5% | 66.3%+29.2pp | 70.5%+25.0pp | 69.8%+25.7pp |
| Annual return | -11.08% | -13.85%+2.8pp | 190.81%-201.9pp | 1.58%-12.7pp |
| Employer contribution / active EE | $839 | $1,864-55.0% | $2,560-67.2% | $2,545-67.0% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,848-100.0% | $4,238-100.0% |
| Admin fee / account holder | $579 | $600-3.5% | $6,266-90.8% | $594-2.5% |