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| Provider | Service type | Compensation |
|---|---|---|
CAPITALE INVESTMENTS LLC1 year Service code 28 54 OAK STREET · RIDGEWOOD, NJ 07450 | Investment Management | $31,766 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 4.02% | 7.64%-3.6pp | 7.98%-4.0pp | 11.88%-7.9pp |
| Employer contribution / active EE | $2,038 | $10,406-80.4% | $23,724-91.4% | $14,612-86.1% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |