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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $66,803 |
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $26,255 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,656 | $46,292-59.7% | $143,757-87.0% | $64,808-71.2% |
| Participation rate | 87.9% | 64.2%+23.7pp | 80.3%+7.6pp | 71.5%+16.4pp |
| Annual return | -17.65% | -10.05%-7.6pp | -0.04%-17.6pp | 32.82%-50.5pp |
| Employer contribution / active EE | $1,317 | $1,910-31.0% | $4,951-73.4% | $2,506-47.5% |
| Participant deferral / active EE | $2,660 | $2,646+0.5% | $5,637-52.8% | $4,310-38.3% |
| Admin fee / account holder | $117 | $154-24.0% | $14,673-99.2% | $188-37.7% |