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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 | Trustee (individual); Investment mana... | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,584 | $106,247-24.2% | $147,096-45.2% | $77,714+3.7% |
| Participation rate | 97.5% | 78.4%+19.1pp | 82.2%+15.3pp | 70.6%+26.9pp |
| Annual return | 0.57% | 56.87%-56.3pp | 419.75%-419.2pp | 31.26%-30.7pp |
| Employer contribution / active EE | $6,465 | $4,069+58.9% | $4,936+31.0% | $2,727+137.1% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $274 | $338-19.1% | $13,005-97.9% | $433-36.8% |