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| Provider | Service type | Compensation |
|---|---|---|
DAVINCI CAPITAL MANAGEMENT2 years Filed as: DAVINCI CAPITAL MANAGEMENT INC Service code 55 · EIN 01-0522492 801 CAMBRIDGE ST · CAMBRIDGE, MA 02141 | Other Commissions | $10,986 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,844 |
NATIONAL FINANCIAL SERVICES2 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
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 | $36,312 | $52,639-31.0% | $185,117-80.4% | $62,293-41.7% |
| Participation rate | 99.2% | 63.9%+35.3pp | 77.3%+21.9pp | 69.5%+29.7pp |
| Annual return | 22.81% | 19.57%+3.2pp | 40.50%-17.7pp | 28.90%-6.1pp |
| Employer contribution / active EE | $2,449 | $1,483+65.2% | $4,182-41.4% | $2,042+19.9% |
| Participant deferral / active EE | $4,430 | $3,097+43.0% | $5,045-12.2% | $3,169+39.8% |
| Admin fee / account holder | $31 | $374-91.7% | $8,159-99.6% | $479-93.5% |