Filed October 16, 2018 (most recent of 2 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $29,176 |
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $18,873 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,780 | $132,049-37.3% | $200,582-58.7% | $74,304+11.4% |
| Participation rate | 88.7% | 84.1%+4.6pp | 86.9%+1.8pp | 60.3%+28.3pp |
| Annual return | 15.59% | 22.22%-6.6pp | 42.33%-26.7pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,914 | $4,558-58.0% | $6,419-70.2% | $2,241-14.6% |
| Participant deferral / active EE | $4,821 | $7,213-33.2% | $9,331-48.3% | $3,767+28.0% |
| Admin fee / account holder | $306 | $2,405-87.3% | $16,305-98.1% | $2,969-89.7% |