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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME CAPITAL INVEST. ADV. Service code 27 PO BOX 3113 · WICHITA, KS 672013113 | Advisory (Plan) | $21,079 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,578 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,721 | $43,496+37.3% | $161,489-63.0% | $64,340-7.2% |
| Participation rate | 90.4% | 53.5%+36.9pp | 78.7%+11.7pp | 55.2%+35.2pp |
| Annual return | 12.24% | 20.76%-8.5pp | 89.72%-77.5pp | 24.14%-11.9pp |
| Employer contribution / active EE | $2,710 | $1,431+89.4% | $4,268-36.5% | $1,862+45.6% |
| Participant deferral / active EE | $2,418 | $1,996+21.2% | $5,630-57.0% | $2,980-18.9% |
| Admin fee / account holder | $300 | $2,330-87.1% | $16,006-98.1% | $3,703-91.9% |