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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $53,198 |
Filed as: PRIME CAPITAL INVMT ADV Service code 26 · EIN 82-1364595 | Advisory (Participants) | $52,236 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,421 | $52,188-45.5% | $86,640-67.2% | $74,460-61.8% |
| Participation rate | 89.3% | 66.3%+23.0pp | 71.7%+17.6pp | 70.7%+18.6pp |
| Annual return | 17.07% | 44.46%-27.4pp | 592.52%-575.4pp | 34.38%-17.3pp |
| Employer contribution / active EE | $1,916 | $2,282-16.0% | $3,024-36.7% | $2,638-27.4% |
| Participant deferral / active EE | $2,830 | $3,383-16.4% | $4,438-36.2% | $4,530-37.5% |
| Admin fee / account holder | $134 | $319-57.9% | $5,616-97.6% | $348-61.4% |