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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $12,474 |
Filed as: PRIME CAPITAL INVMT ADV Service code 26 · EIN 82-1364595 | Advisory (Participants) | $7,111 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,230 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,723 | $52,722-51.2% | $90,461-71.6% | $73,412-65.0% |
| Participation rate | 93.4% | 67.7%+25.7pp | 72.7%+20.7pp | 72.2%+21.2pp |
| Annual return | 11.18% | 20.70%-9.5pp | 1294.76%-1283.6pp | 59.30%-48.1pp |
| Employer contribution / active EE | $1,153 | $1,872-38.4% | $3,264-64.7% | $2,234-48.4% |
| Participant deferral / active EE | $2,461 | $2,810-12.4% | $3,964-37.9% | $3,806-35.3% |
| Admin fee / account holder | $73 | $117-37.6% | $5,617-98.7% | $158-53.8% |