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| Provider | Service type | Compensation |
|---|---|---|
DAVINCI CAPITAL MANAGEMENT3 years Filed as: DAVINCI CAPITAL MANAGEMENT INC Service code 55 · EIN 01-0522492 | Other Commissions | $13,553 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,989 | $48,576-17.7% | $169,452-76.4% | $56,287-29.0% |
| Participation rate | 50.6% | 65.8%-15.2pp | 77.8%-27.1pp | 69.9%-19.2pp |
| Annual return | 0.69% | -2.51%+3.2pp | 1.83%-1.1pp | -9.96%+10.6pp |
| Employer contribution / active EE | $1,372 | $1,559-12.0% | $4,157-67.0% | $2,111-35.0% |
| Participant deferral / active EE | $2,534 | $3,275-22.6% | $5,277-52.0% | $3,350-24.3% |
| Admin fee / account holder | $39 | $435-91.0% | $9,110-99.6% | $521-92.5% |