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) | $10,010 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,573 | $61,166-53.3% | $185,837-84.6% | $79,393-64.0% |
| Participation rate | 55.6% | 66.6%-11.1pp | 81.7%-26.2pp | 70.7%-15.2pp |
| Annual return | 10.41% | 19.45%-9.0pp | 122.08%-111.7pp | 116.87%-106.5pp |
| Employer contribution / active EE | $1,112 | $2,321-52.1% | $5,168-78.5% | $2,428-54.2% |
| Participant deferral / active EE | $1,802 | $2,789-35.4% | $5,568-67.6% | $4,046-55.5% |
| Admin fee / account holder | $95 | $710-86.7% | $16,241-99.4% | $627-84.9% |