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| Provider | Service type | Compensation |
|---|---|---|
THE CAFARO GROUP LLC6 years Filed as: CAFARO GREENLEAF Service code 28 · EIN 47-1303673 | Investment Management | $12,869 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $1,484 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $148,263 | $99,994+48.3% | $146,647+1.1% | $85,851+72.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 10.60% | 18.93%-8.3pp | 22.75%-12.1pp | 318.63%-308.0pp |
| Employer contribution / active EE | $2,567 | $2,559+0.3% | $4,137-38.0% | $2,5650% |
| Participant deferral / active EE | $10,408 | $4,006+159.8% | $5,506+89.0% | $3,952+163.3% |
| Admin fee / account holder | $177 | $7,703-97.7% | $10,281-98.3% | $6,261-97.2% |