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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,058 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $19,351 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,368 | $65,092-41.1% | $143,799-73.3% | $66,938-42.7% |
| Participation rate | 97.9% | 65.2%+32.7pp | 80.3%+17.6pp | 69.8%+28.1pp |
| Annual return | -13.74% | -11.14%-2.6pp | -0.04%-13.7pp | 1.58%-15.3pp |
| Employer contribution / active EE | $2,388 | $2,362+1.1% | $4,952-51.8% | $2,545-6.2% |
| Participant deferral / active EE | $3,050 | $2,920+4.4% | $5,638-45.9% | $4,238-28.0% |
| Admin fee / account holder | $233 | $502-53.7% | $14,677-98.4% | $594-60.8% |