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| Provider | Service type | Compensation |
|---|---|---|
TRICAPITAL ADVISORS1+ years Filed as: TRICAPITAL ADVISORS INC Service code 27 · EIN 52-1855330 MARK SCHWARTZ · N. BETHESDA, MD 20852 | Advisory (Plan) | $26,012 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $5,320 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,512 | $33,745-3.7% | $64,105-49.3% | $55,191-41.1% |
| Participation rate | 24.8% | 59.4%-34.6pp | 68.2%-43.4pp | 69.2%-44.4pp |
| Annual return | -0.89% | 4.95%-5.8pp | 791.24%-792.1pp | 10.78%-11.7pp |
| Employer contribution / active EE | $226 | $641-64.7% | $1,820-87.6% | $1,899-88.1% |
| Participant deferral / active EE | $582 | $1,929-69.9% | $2,822-79.4% | $3,046-80.9% |
| Admin fee / account holder | $296 | $94+213.3% | $4,499-93.4% | $91+225.6% |