Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $84,750 |
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $26,995 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,999 | $47,163-40.6% | $149,696-81.3% | $74,460-62.4% |
| Participation rate | 85.1% | 63.4%+21.7pp | 78.8%+6.3pp | 70.7%+14.4pp |
| Annual return | 19.36% | 22.75%-3.4pp | 134.46%-115.1pp | 34.38%-15.0pp |
| Employer contribution / active EE | $1,332 | $1,907-30.1% | $4,821-72.4% | $2,638-49.5% |
| Participant deferral / active EE | $2,598 | $2,730-4.8% | $5,682-54.3% | $4,530-42.6% |
| Admin fee / account holder | $168 | $343-51.0% | $13,212-98.7% | $348-51.7% |