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| Provider | Service type | Compensation |
|---|---|---|
POLSINELLI2 years Filed as: POLSINELLI PC Service code 29 · EIN 43-1066426 | Legal | $30,823 |
VENTURA1 year Filed as: VENTURA ESOP FIDUCIARY SERVICES LLC Service code 21 · EIN 82-2898965 | Bank Trustee | $26,578 |
PRAIRIE CAPITAL ADVISORS3+ years Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.); Other fees | $25,050 |
BAKER TILLY US, LLP1 year Filed as: BAKERTILLY Service code 10 6565 AMERICA'S PARKWAY NE · ALBUQUERQUE, NM 87110 | Accounting | $17,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,419 | $101,499+141.8% | $147,005+66.9% | $74,546+229.2% |
| Participation rate | 98.5% | 75.5%+23.0pp | 82.2%+16.3pp | 67.2%+31.3pp |
| Annual return | -2.14% | 8732.34%-8734.5pp | 418.76%-420.9pp | 1366.03%-1368.2pp |
| Employer contribution / active EE | $12,129 | $3,811+218.3% | $4,934+145.8% | $2,624+362.2% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $786 | $1,748-55.0% | $13,006-94.0% | $1,944-59.5% |