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| Provider | Service type | Compensation |
|---|---|---|
PFG2 years Service code 15 · EIN 42-1520346 | Recordkeeping | $67,274 |
PRAIRIE CAPITAL ADVISORS2 years Filed as: PRAIRIE CAPITAL ADVISORS, INC Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $45,082 |
CORNERSTONE CPA GROUP3 years Filed as: CORNERSTONE FIDUCIARY SERVICES Service code 21 302 E HIGHWAY 62 #183 806-591-1001 · WOLFFORTH, TX 79382 | Bank Trustee | $41,160 |
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 | $79,612 | $95,417-16.6% | $135,974-41.5% | $74,460+6.9% |
| Participation rate | 96.7% | 78.2%+18.4pp | 81.9%+14.7pp | 70.7%+25.9pp |
| Annual return | 7.00% | 32.76%-25.8pp | 68.30%-61.3pp | 34.38%-27.4pp |
| Employer contribution / active EE | $4,714 | $3,878+21.6% | $4,859-3.0% | $2,638+78.7% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $282 | $266+5.8% | $10,767-97.4% | $348-19.0% |