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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 | $225,673-90.2% | $203,872-89.1% | $155,188-85.7% |
| Participation rate | 0.0% | 80.3%-80.3pp | 77.8%-77.8pp | 80.8%-80.8pp |
| Annual return | 17.37% | 95.91%-78.5pp | 85.11%-67.7pp | 148.84%-131.5pp |
| Employer contribution / active EE | $738 | $4,099-82.0% | $3,757-80.4% | $4,248-82.6% |
| Participant deferral / active EE | $630,784 | $6,893+9051.0% | $6,388+9775.3% | $6,531+9558.1% |
| Admin fee / account holder | $191 | $12,327-98.4% | $11,730-98.4% | $14,480-98.7% |