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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME CAPITAL INVESTMENT ADV, LLC Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $5,124 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,773 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,843 | $72,303-51.8% | $86,698-59.8% | $64,819-46.2% |
| Participation rate | 66.1% | 80.4%-14.3pp | 76.6%-10.4pp | 71.5%-5.3pp |
| Annual return | -11.11% | 392.77%-403.9pp | 35.95%-47.1pp | 32.84%-43.9pp |
| Employer contribution / active EE | $874 | $2,393-63.5% | $2,837-69.2% | $2,507-65.1% |
| Participant deferral / active EE | $1,550 | $4,660-66.7% | $4,656-66.7% | $4,311-64.0% |
| Admin fee / account holder | $35 | $174-80.0% | $7,493-99.5% | $188-81.5% |