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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 22-3327698 | Participant Communication | $60,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $58,707 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS, Service code 27 · EIN 82-1364595 | Advisory (Plan) | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,196 | $208,088-89.3% | $186,193-88.1% | $154,746-85.7% |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.1%-77.1pp | 80.7%-80.7pp |
| Annual return | 17.37% | 89.97%-72.6pp | 78.03%-60.7pp | 172.34%-155.0pp |
| Employer contribution / active EE | $738 | $4,340-83.0% | $3,918-81.2% | $4,379-83.1% |
| Participant deferral / active EE | $630,784 | $7,078+8812.0% | $6,513+9584.9% | $6,730+9272.2% |
| Admin fee / account holder | $191 | $11,698-98.4% | $11,058-98.3% | $14,365-98.7% |