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| Provider | Service type | Compensation |
|---|---|---|
ADVANTAGE CAPITAL2+ years Service code 28 · EIN 13-5659764 | Investment Management | $30,625 |
JOHN TOMASELLO2+ years Service code 30 · EIN 16-0988061 | Employee (plan) | $8,751 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,739-100.0% | $149,721-100.0% | $62,293-100.0% |
| Participation rate | 0.0% | 85.1%-85.1pp | 87.1%-87.1pp | 69.5%-69.5pp |
| Annual return | 1.42% | 21.01%-19.6pp | 1501.67%-1500.3pp | 28.90%-27.5pp |
| Employer contribution / active EE | $2,211 | $3,233-31.6% | $5,444-59.4% | $2,042+8.2% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |