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| Provider | Service type | Compensation |
|---|---|---|
PFG1 year Service code 34 · EIN 42-1520346 | Valuation (appraisals, etc.); Direct ... | $65,731 |
PRAIRIE CAPITAL ADVISORS1 year Filed as: PRAIRIE CAPITAL ADVISORS, INC Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $46,650 |
Filed as: CORNERSTONE Service code 24 · EIN 20-2967059 | Discretionary Trustee | $35,000 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $33,645 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,400 | $82,163-5.8% | $125,381-38.3% | $64,819+19.4% |
| Participation rate | 96.8% | 77.9%+18.9pp | 82.4%+14.4pp | 71.5%+25.3pp |
| Annual return | 1.36% | 3.49%-2.1pp | 572.31%-570.9pp | 32.84%-31.5pp |
| Employer contribution / active EE | $7,192 | $3,616+98.9% | $4,815+49.4% | $2,507+186.9% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $356 | $163+118.4% | $10,007-96.4% | $188+89.7% |