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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $49,627 |
Filed as: PRIME CAPITAL INVMT ADV Service code 26 · EIN 82-1364595 | Advisory (Participants) | $44,791 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,839 | $47,766-45.9% | $82,763-68.8% | $64,824-60.1% |
| Participation rate | 89.8% | 67.7%+22.1pp | 72.6%+17.3pp | 71.5%+18.4pp |
| Annual return | -17.69% | -13.06%-4.6pp | 702.45%-720.1pp | 32.84%-50.5pp |
| Employer contribution / active EE | $1,905 | $2,182-12.7% | $3,008-36.7% | $2,507-24.0% |
| Participant deferral / active EE | $3,008 | $3,332-9.7% | $4,395-31.6% | $4,311-30.2% |
| Admin fee / account holder | $126 | $143-11.5% | $5,325-97.6% | $188-32.7% |