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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 99 | Other Fees | $31,714 |
FINANCIAL FITNESS FOR LIFE3 years Service code 49 6201 COLLEGE BLVD SUITE 150 · OVERLAND PARK, KS 66211 | Other Services | $10,011 |
Filed as: PRIME CAPITAL INVESTMENT ADVS LLC Service code 99 6201 COLLEGE BLVD. 7TH FLOOR · OVERLAND PARK, KS 66211 | Other Fees | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,091 | $95,417-43.3% | $135,974-60.2% | $74,460-27.4% |
| Participation rate | 63.7% | 78.2%-14.5pp | 81.9%-18.3pp | 70.7%-7.1pp |
| Annual return | 23.22% | 32.76%-9.5pp | 68.30%-45.1pp | 34.38%-11.2pp |
| Employer contribution / active EE | $2,302 | $3,878-40.6% | $4,859-52.6% | $2,638-12.8% |
| Participant deferral / active EE | $5,339 | $7,789-31.5% | $7,760-31.2% | $4,530+17.9% |
| Admin fee / account holder | $233 | $266-12.5% | $10,767-97.8% | $348-33.0% |