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) | $41,472 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,711 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,150 | $122,239+38.4% | $184,203-8.2% | $74,495+127.1% |
| Participation rate | 99.2% | 85.5%+13.7pp | 86.8%+12.4pp | 67.2%+32.0pp |
| Annual return | 12.57% | 19.95%-7.4pp | 28.81%-16.2pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $3,380 | $4,537-25.5% | $6,427-47.4% | $2,623+28.9% |
| Participant deferral / active EE | $10,972 | $7,139+53.7% | $9,131+20.2% | $4,346+152.5% |
| Admin fee / account holder | $352 | $1,260-72.1% | $13,901-97.5% | $1,942-81.9% |