Filed February 9, 2022 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME CAPITAL INVEST. ADV. Service code 27 PO BOX 3113 INTRUST BANK, N.A. · WICHITA, KS 67201 | Advisory (Plan) | $187,073 |
ASCENSUS LLC2 years Service code 26 · EIN 11-3665754 | Advisory (Participants) | $36,142 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $5,200 |
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 | $147,752 | $106,164+39.2% | $147,041+0.5% | $77,692+90.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 13.75% | 56.81%-43.1pp | 419.21%-405.5pp | 31.25%-17.5pp |
| Employer contribution / active EE | $10,382 | $4,066+155.3% | $4,935+110.4% | $2,726+280.8% |
| Participant deferral / active EE | $11,888 | $7,993+48.7% | $8,071+47.3% | $4,648+155.7% |
| Admin fee / account holder | $462 | $338+36.7% | $13,006-96.4% | $431+7.3% |