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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) | $46,121 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,027 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,859 | $55,446-26.3% | $155,574-73.7% | $74,429-45.1% |
| Participation rate | 86.6% | 61.9%+24.7pp | 78.2%+8.4pp | 67.2%+19.4pp |
| Annual return | 11.87% | 269.20%-257.3pp | 64.87%-53.0pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $2,340 | $2,266+3.3% | $4,676-50.0% | $2,625-10.9% |
| Participant deferral / active EE | $3,133 | $2,836+10.5% | $5,629-44.4% | $4,348-28.0% |
| Admin fee / account holder | $220 | $1,743-87.4% | $15,914-98.6% | $1,944-88.7% |