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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 | $55,446-28.8% | $155,574-74.6% | $74,429-47.0% |
| Participation rate | 85.8% | 61.9%+23.9pp | 78.2%+7.6pp | 67.2%+18.6pp |
| Annual return | 9.11% | 269.20%-260.1pp | 64.87%-55.8pp | 1368.38%-1359.3pp |
| Employer contribution / active EE | $1,558 | $2,266-31.3% | $4,676-66.7% | $2,625-40.7% |
| Participant deferral / active EE | $3,042 | $2,836+7.3% | $5,629-46.0% | $4,348-30.0% |
| Admin fee / account holder | $162 | $1,743-90.7% | $15,914-99.0% | $1,944-91.7% |