Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME CAPITAL INVEST. ADVISORS Service code 27 6325 RANCH DRIVE · LITTLE ROCK, AR 72223 | Advisory (Plan) | $4,606 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,670 | $58,895-51.3% | $178,503-83.9% | $73,497-61.0% |
| Participation rate | 54.8% | 66.2%-11.4pp | 81.9%-27.1pp | 70.7%-15.9pp |
| Annual return | 13.22% | 24.86%-11.6pp | 151.12%-137.9pp | 28.51%-15.3pp |
| Employer contribution / active EE | $505 | $2,236-77.4% | $5,011-89.9% | $2,270-77.7% |
| Participant deferral / active EE | $860 | $2,567-66.5% | $5,202-83.5% | $3,740-77.0% |
| Admin fee / account holder | $43 | $400-89.3% | $13,987-99.7% | $513-91.6% |