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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $71,098 |
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $36,010 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,842 | $46,464-16.4% | $150,298-74.2% | $79,634-51.2% |
| Participation rate | 91.6% | 57.0%+34.6pp | 77.8%+13.8pp | 62.5%+29.1pp |
| Annual return | 15.61% | 27.89%-12.3pp | 62.79%-47.2pp | 36.46%-20.8pp |
| Employer contribution / active EE | $1,301 | $1,512-14.0% | $4,154-68.7% | $2,529-48.6% |
| Participant deferral / active EE | $2,873 | $2,157+33.2% | $5,453-47.3% | $3,835-25.1% |
| Admin fee / account holder | $174 | $891-80.5% | $14,116-98.8% | $1,002-82.6% |