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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPITAL MANAGEMENT ASSOCIATES INC Service code 27 · EIN 41-1655392 | Advisory (Plan) | $43,357 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$15,998 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,059 | $80,763+16.5% | $102,412-8.2% | $74,459+26.3% |
| Participation rate | 85.9% | 65.7%+20.3pp | 74.5%+11.4pp | 67.2%+18.7pp |
| Annual return | 15.53% | 27.57%-12.0pp | 24.94%-9.4pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $1,604 | $3,160-49.2% | $3,870-58.6% | $2,626-38.9% |
| Participant deferral / active EE | $6,110 | $3,862+58.2% | $5,060+20.7% | $4,350+40.5% |
| Admin fee / account holder | $118 | $2,371-95.0% | $8,388-98.6% | $1,945-93.9% |