Filed January 6, 2009 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PRAIRIE CAPITAL ADVISORS4 years Filed as: PRARIE CAPITAL ADVISORS Service code 29 · EIN 36-4072641 | Legal | $50,250 |
ASCENSUS LLC3 years Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $48,213 |
CLARK NUBER7+ years Filed as: CLARK NUBER P.S. Service code 10 · EIN 91-1194016 | Accounting | $14,100 |
Employer contribution per participant 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 | $150,947 | $104,336+44.7% | $159,495-5.4% | $86,828+73.8% |
| Participation rate | 99.6% | 77.7%+21.9pp | 82.8%+16.8pp | 72.3%+27.4pp |
| Annual return | 34.07% | 26.32%+7.7pp | 263.72%-229.7pp | 97.95%-63.9pp |
| Employer contribution / active EE | $541 | $3,451-84.3% | $4,831-88.8% | $2,406-77.5% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $154 | $172-10.8% | $10,804-98.6% | $170-9.5% |