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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 | Valuation (appraisals, etc.); Other fees | $39,869 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,584 | $106,028-24.0% | $146,958-45.2% | $77,643+3.8% |
| Participation rate | 97.5% | 78.4%+19.2pp | 82.2%+15.4pp | 70.6%+27.0pp |
| Annual return | 0.57% | 56.73%-56.2pp | 418.34%-417.8pp | 31.24%-30.7pp |
| Employer contribution / active EE | $6,465 | $4,063+59.1% | $4,933+31.1% | $2,726+137.2% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $274 | $337-18.9% | $12,998-97.9% | $430-36.4% |