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| Provider | Service type | Compensation |
|---|---|---|
ICAPITAL, LLC7+ years Filed as: ICAPITAL LLC Service code 27 · EIN 76-0708798 | Advisory (Plan) | $16,663 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,194 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $56,552 | $124,346-54.5% | $111,308-49.2% | $167,536-66.2% |
| Participation rate | 82.4% | 79.6%+2.7pp | 77.3%+5.0pp | 82.1%+0.2pp |
| Annual return | 12.33% | 37.45%-25.1pp | 54.67%-42.3pp | 478.82%-466.5pp |
| Employer contribution / active EE | $20 | $3,437-99.4% | $2,732-99.3% | $4,839-99.6% |
| Participant deferral / active EE | $7,885 | $5,182+52.2% | $4,487+75.7% | $6,342+24.3% |
| Admin fee / account holder | $387 | $10,621-96.4% | $7,965-95.1% | $12,315-96.9% |