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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2624428 | Advisory (Plan) | $20,799 |
FAIRCOURT PARTNERS, LLC1 year Filed as: FAIRCOURT PARTNERS LLC Service code 27 · EIN 13-2624428 | Advisory (Plan) | $11,153 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,503 | $79,519-49.1% | $95,952-57.8% | $73,409-44.8% |
| Participation rate | 68.5% | 81.2%-12.6pp | 77.1%-8.5pp | 72.2%-3.6pp |
| Annual return | 49.95% | 19.20%+30.8pp | 91.61%-41.7pp | 59.29%-9.3pp |
| Employer contribution / active EE | $302 | $2,048-85.2% | $2,541-88.1% | $2,234-86.5% |
| Participant deferral / active EE | $2,536 | $4,138-38.7% | $4,167-39.1% | $3,805-33.4% |
| Admin fee / account holder | $49 | $184-73.2% | $6,795-99.3% | $158-68.7% |