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| Provider | Service type | Compensation |
|---|---|---|
ICAPITAL, LLC2+ years Service code 26 · EIN 76-0708798 | Advisory (Participants) | $13,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,093 | $47,944-16.4% | $67,834-40.9% | $62,881-36.2% |
| Participation rate | 67.9% | 61.1%+6.8pp | 68.8%-0.9pp | 69.3%-1.4pp |
| Annual return | 3.01% | 11.77%-8.8pp | 138.47%-135.5pp | 20.14%-17.1pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,598 | $2,247+15.6% | $3,160-17.8% | $3,203-18.9% |
| Admin fee / account holder | $359 | $3,712-90.3% | $4,622-92.2% | $4,296-91.7% |