Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,409 |
Filed as: PRIME CAPITAL INVMT ADV Service code 26 · EIN 82-1364595 | Advisory (Participants) | $5,215 |
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,733 | $52,293-47.0% | $178,503-84.5% | $73,412-62.2% |
| Participation rate | 40.5% | 65.3%-24.9pp | 81.9%-41.4pp | 72.2%-31.7pp |
| Annual return | 37.73% | 34.75%+3.0pp | 151.12%-113.4pp | 59.30%-21.6pp |
| Employer contribution / active EE | $201 | $1,736-88.4% | $5,011-96.0% | $2,234-91.0% |
| Participant deferral / active EE | $1,094 | $2,333-53.1% | $5,202-79.0% | $3,806-71.3% |
| Admin fee / account holder | $51 | $127-60.0% | $13,987-99.6% | $158-67.7% |