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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME CAPITAL INVESTMENTS Service code 26 6201 COLLEGE BLVD STE 700 · OVERLAND PARK, KS 66211 | Advisory (Participants) | $86,931 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,951 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,199 | $83,369+63.4% | $105,223+29.4% | $67,986+100.3% |
| Participation rate | 88.6% | 56.3%+32.3pp | 75.0%+13.5pp | 57.2%+31.4pp |
| Annual return | 12.88% | 24.64%-11.8pp | 180.65%-167.8pp | 31.67%-18.8pp |
| Employer contribution / active EE | $14,244 | $2,541+460.7% | $3,689+286.2% | $2,019+605.6% |
| Participant deferral / active EE | $2,288 | $3,295-30.6% | $5,072-54.9% | $3,358-31.9% |
| Admin fee / account holder | $804 | $4,073-80.3% | $8,859-90.9% | $3,203-74.9% |