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) | $44,871 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,908 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,606 | $132,049+61.0% | $200,582+6.0% | $74,304+186.1% |
| Participation rate | 99.2% | 84.1%+15.1pp | 86.9%+12.3pp | 60.3%+38.8pp |
| Annual return | 14.04% | 22.22%-8.2pp | 42.33%-28.3pp | 29.43%-15.4pp |
| Employer contribution / active EE | $3,221 | $4,558-29.3% | $6,419-49.8% | $2,241+43.7% |
| Participant deferral / active EE | $11,772 | $7,213+63.2% | $9,331+26.2% | $3,767+212.5% |
| Admin fee / account holder | $421 | $2,405-82.5% | $16,305-97.4% | $2,969-85.8% |