Filed June 29, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $33,187 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,947 | $102,553+15.0% | $151,611-22.2% | $66,914+76.3% |
| Participation rate | 97.5% | 85.5%+11.9pp | 87.5%+10.0pp | 69.8%+27.6pp |
| Annual return | -16.72% | -10.82%-5.9pp | 3.33%-20.0pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,548 | $4,180-39.1% | $6,166-58.7% | $2,544+0.1% |
| Participant deferral / active EE | $8,336 | $6,641+25.5% | $8,363-0.3% | $4,237+96.7% |
| Admin fee / account holder | $270 | $630-57.2% | $11,616-97.7% | $593-54.6% |