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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $17,848 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $12,507 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,459 | $55,472-28.9% | $155,567-74.6% | $74,546-47.1% |
| Participation rate | 85.8% | 61.9%+23.9pp | 78.2%+7.6pp | 67.2%+18.6pp |
| Annual return | 9.11% | 268.72%-259.6pp | 64.74%-55.6pp | 1366.03%-1356.9pp |
| Employer contribution / active EE | $1,558 | $2,269-31.3% | $4,674-66.7% | $2,624-40.6% |
| Participant deferral / active EE | $3,042 | $2,838+7.2% | $5,628-46.0% | $4,347-30.0% |
| Admin fee / account holder | $162 | $1,743-90.7% | $15,916-99.0% | $1,944-91.6% |