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| Provider | Service type | Compensation |
|---|---|---|
CAPITALE INVESTMENTS LLC7 years Service code 28 54 OAK STREET · RIDGEWOOD, NJ 07450 | Investment Management | $17,415 |
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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 | $136,977-100.0% | $53,690-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 7.7%-7.7pp | 8.6%-8.6pp | 5.6%-5.6pp |
| Annual return | -55.31% | -15.49%-39.8pp | -4.80%-50.5pp | 39.77%-95.1pp |
| Employer contribution / active EE | $7,548 | $9,399-19.7% | $30,897-75.6% | $19,959-62.2% |
| Participant deferral / active EE | $0 | $320-100.0% | $64-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $4-100.0% | $40,849-100.0% | $62-100.0% |