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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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,002+11.5% | $161,489-75.1% | $64,728-38.0% |
| Participation rate | 55.3% | 57.4%-2.2pp | 78.7%-23.4pp | 57.9%-2.6pp |
| Annual return | 16.17% | 33.93%-17.8pp | 89.72%-73.5pp | 49.38%-33.2pp |
| Employer contribution / active EE | $224 | $1,380-83.7% | $4,268-94.7% | $2,243-90.0% |
| Participant deferral / active EE | $1,715 | $1,815-5.5% | $5,630-69.5% | $2,729-37.2% |
| Admin fee / account holder | $75 | $931-91.9% | $16,006-99.5% | $1,145-93.4% |