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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $31,954 |
Filed as: PRIME CAPITAL INVMT ADV Service code 26 · EIN 82-1364595 | Advisory (Participants) | $8,229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,648 | $50,919-53.6% | $155,556-84.8% | $77,762-69.6% |
| Participation rate | 50.7% | 63.1%-12.3pp | 78.2%-27.5pp | 70.6%-19.8pp |
| Annual return | 16.70% | 34.84%-18.1pp | 64.84%-48.1pp | 31.27%-14.6pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,381 | $2,824-51.1% | $5,631-75.5% | $4,651-70.3% |
| Admin fee / account holder | $36 | $437-91.7% | $15,885-99.8% | $433-91.6% |