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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME CAPITAL INVESTMENTS Service code 26 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Participants) | $74,269 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,091 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $118,409 | $80,781+46.6% | $102,437+15.6% | $74,478+59.0% |
| Participation rate | 91.1% | 65.7%+25.4pp | 74.5%+16.6pp | 67.2%+23.9pp |
| Annual return | 9.63% | 27.58%-17.9pp | 24.95%-15.3pp | 1370.56%-1360.9pp |
| Employer contribution / active EE | $13,088 | $3,160+314.2% | $3,871+238.1% | $2,626+398.4% |
| Participant deferral / active EE | $2,506 | $3,862-35.1% | $5,060-50.5% | $4,350-42.4% |
| Admin fee / account holder | $678 | $2,372-71.4% | $8,388-91.9% | $1,946-65.2% |