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| Provider | Service type | Compensation |
|---|---|---|
PRAIRIE CAPITAL ADVISORS1+ years Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $54,035 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $14,000 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,178 | $84,482+228.1% | $125,363+121.1% | $66,930+314.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 17.40% | -8.49%+25.9pp | 572.15%-554.7pp | 1.57%+15.8pp |
| Employer contribution / active EE | $11,935 | $3,553+236.0% | $4,815+147.9% | $2,545+369.0% |
| Participant deferral / active EE | $0 | $6,782-100.0% | $7,447-100.0% | $4,238-100.0% |
| Admin fee / account holder | $651 | $685-5.0% | $10,005-93.5% | $593+9.6% |