Filed July 2, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRAIRIE CAPITAL ADVISORS1 year Filed as: PRARIE CAPITAL ADVISORS Service code 34 ONE LINCOLN CENTRE, 18W140 · OAKBROOK TERRACE, IL 60181 | Valuation (appraisals, etc.) | $20,450 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,484 | $86,940-22.4% | $102,434-34.1% | $80,935-16.6% |
| Participation rate | 97.5% | 72.4%+25.1pp | 76.5%+21.0pp | 67.7%+29.8pp |
| Annual return | 64.01% | 18.89%+45.1pp | 29.46%+34.5pp | 35.66%+28.3pp |
| Employer contribution / active EE | $5,625 | $2,370+137.4% | $3,023+86.1% | $2,757+104.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $171 | $8,047-97.9% | $9,462-98.2% | $6,924-97.5% |