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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-1520346 | Recordkeeping | $62,297 |
Filed as: CORNERSTONE Service code 20 302 E HIGHWAY 62 #183 · WOLFFORTH, TX 79382 | Investment management fees paid direc... | $52,500 |
PRAIRIE CAPITAL ADVISORS1 year Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Other fees; Valuation (appraisals, etc.) | $39,869 |
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 | $80,584 | $106,264-24.2% | $147,117-45.2% | $77,762+3.6% |
| Participation rate | 97.5% | 78.4%+19.1pp | 82.2%+15.3pp | 70.6%+26.9pp |
| Annual return | 0.57% | 56.94%-56.4pp | 420.54%-420.0pp | 31.27%-30.7pp |
| Employer contribution / active EE | $6,465 | $4,074+58.7% | $4,932+31.1% | $2,728+137.0% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $274 | $334-18.1% | $12,993-97.9% | $433-36.8% |