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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $39,520 |
Filed as: PRIME CAPITAL INVMT ADV Service code 26 · EIN 82-1364595 | Advisory (Participants) | $8,680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,144 | $46,464-13.6% | $150,298-73.3% | $79,634-49.6% |
| Participation rate | 55.3% | 57.0%-1.7pp | 77.8%-22.5pp | 62.5%-7.2pp |
| Annual return | 16.17% | 27.89%-11.7pp | 62.79%-46.6pp | 36.46%-20.3pp |
| Employer contribution / active EE | $224 | $1,512-85.2% | $4,154-94.6% | $2,529-91.1% |
| Participant deferral / active EE | $1,715 | $2,157-20.5% | $5,453-68.5% | $3,835-55.3% |
| Admin fee / account holder | $75 | $891-91.6% | $14,116-99.5% | $1,002-92.5% |