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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $25,850 |
Filed as: PRIME CAPITAL INVMT ADV Service code 26 · EIN 82-1364595 | Advisory (Participants) | $7,038 |
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 | $27,757 | $61,356-54.8% | $149,696-81.5% | $71,511-61.2% |
| Participation rate | 56.1% | 62.5%-6.4pp | 78.8%-22.6pp | 67.9%-11.8pp |
| Annual return | 19.67% | 35.86%-16.2pp | 134.46%-114.8pp | 28.86%-9.2pp |
| Employer contribution / active EE | $327 | $2,382-86.3% | $4,821-93.2% | $2,589-87.4% |
| Participant deferral / active EE | $1,900 | $2,920-34.9% | $5,682-66.6% | $4,291-55.7% |
| Admin fee / account holder | $48 | $1,263-96.2% | $13,212-99.6% | $1,588-97.0% |