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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,298 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $6,382 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,340 | $58,895-55.3% | $178,503-85.2% | $73,497-64.2% |
| Participation rate | 99.3% | 66.2%+33.1pp | 81.9%+17.4pp | 70.7%+28.7pp |
| Annual return | 2.79% | 24.86%-22.1pp | 151.12%-148.3pp | 28.51%-25.7pp |
| Employer contribution / active EE | $1,985 | $2,236-11.2% | $5,011-60.4% | $2,270-12.6% |
| Participant deferral / active EE | $2,501 | $2,567-2.6% | $5,202-51.9% | $3,740-33.1% |
| Admin fee / account holder | $73 | $400-81.8% | $13,987-99.5% | $513-85.8% |