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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME CAPITAL INVESTMENT Service code 27 · EIN 82-1364595 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $35,000 |
THE VANGUARD GROUP, INC.4 years Service code 27 · EIN 23-1945930 | Advisory (Plan) | $1,390 |
ASCENSUS LLC3 years Filed as: PENSION ADMINISTRATORS LLC Service code 50 · EIN 20-4043839 18033 OAK ST · OMAHA, NE 68130 | Direct Payment | $0 |
TD AMERITRADE, INC.8 years Service code 27 · EIN 82-0543156 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,714 | $102,317+193.9% | $146,958+104.6% | $80,856+271.9% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.2%+15.3pp | 67.6%+29.9pp |
| Annual return | 15.26% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $16,453 | $3,713+343.1% | $4,933+233.5% | $2,755+497.3% |
| Participant deferral / active EE | $7,352 | $6,644+10.7% | $8,070-8.9% | $4,296+71.1% |
| Admin fee / account holder | $326 | $7,941-95.9% | $12,998-97.5% | $6,918-95.3% |