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) | $36,357 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,540 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,873 | $130,194+2.8% | $169,993-21.2% | $71,457+87.3% |
| Participation rate | 98.6% | 86.1%+12.5pp | 87.0%+11.6pp | 67.9%+30.7pp |
| Annual return | 15.53% | 20.37%-4.8pp | 53.37%-37.8pp | 28.85%-13.3pp |
| Employer contribution / active EE | $3,061 | $4,381-30.1% | $6,785-54.9% | $2,588+18.3% |
| Participant deferral / active EE | $10,448 | $6,923+50.9% | $10,408+0.4% | $4,289+143.6% |
| Admin fee / account holder | $292 | $966-69.8% | $12,815-97.7% | $1,587-81.6% |