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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $69,531 |
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $32,800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,619 | $50,812-39.7% | $155,602-80.3% | $77,692-60.6% |
| Participation rate | 92.3% | 63.1%+29.2pp | 78.2%+14.1pp | 70.6%+21.8pp |
| Annual return | 12.84% | 34.85%-22.0pp | 64.81%-52.0pp | 31.25%-18.4pp |
| Employer contribution / active EE | $1,204 | $1,989-39.5% | $4,675-74.2% | $2,726-55.8% |
| Participant deferral / active EE | $2,711 | $2,822-4.0% | $5,629-51.8% | $4,648-41.7% |
| Admin fee / account holder | $155 | $436-64.6% | $15,923-99.0% | $431-64.1% |