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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $64,031 |
Filed as: PRIME CAPITAL INVMT ADV Service code 26 · EIN 82-1364595 | Advisory (Participants) | $56,261 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,004 | $65,960-53.0% | $81,882-62.1% | $77,762-60.1% |
| Participation rate | 90.8% | 65.8%+25.1pp | 72.4%+18.5pp | 70.6%+20.3pp |
| Annual return | 13.92% | 26.64%-12.7pp | 779.47%-765.6pp | 31.27%-17.4pp |
| Employer contribution / active EE | $1,951 | $2,375-17.8% | $2,916-33.1% | $2,728-28.5% |
| Participant deferral / active EE | $2,874 | $3,505-18.0% | $4,323-33.5% | $4,651-38.2% |
| Admin fee / account holder | $132 | $526-74.9% | $7,360-98.2% | $433-69.5% |