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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE CPA GROUP1 year Filed as: CORNERSTONE FIDUCIARY SERVICES Service code 24 · EIN 20-2967059 | Discretionary Trustee | $35,000 |
PRAIRIE CAPITAL ADVISORS1 year Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $30,900 |
Filed as: PRINCIPAL Service code 14 · EIN 42-1520346 | Plan Administrator | $28,373 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $23,550 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,996 | $104,336-30.0% | $159,474-54.2% | $86,821-15.9% |
| Participation rate | 95.9% | 77.7%+18.2pp | 82.8%+13.1pp | 72.3%+23.6pp |
| Annual return | 70.04% | 26.32%+43.7pp | 263.68%-193.6pp | 97.94%-27.9pp |
| Employer contribution / active EE | $6,197 | $3,451+79.6% | $4,831+28.3% | $2,406+157.6% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $234 | $172+35.8% | $10,802-97.8% | $170+37.9% |