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| Provider | Service type | Compensation |
|---|---|---|
DAVINCI CAPITAL MANAGEMENT4 years Filed as: DAVINCI CAPITAL MANAGEMENT INC Service code 55 · EIN 01-0522492 | Other Commissions | $15,421 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,131 | $56,918-8.4% | $182,540-71.4% | $65,185-20.0% |
| Participation rate | 50.4% | 66.5%-16.0pp | 78.0%-27.5pp | 70.2%-19.8pp |
| Annual return | 26.09% | 27.67%-1.6pp | 148.58%-122.5pp | 29.38%-3.3pp |
| Employer contribution / active EE | $1,303 | $1,615-19.3% | $4,076-68.0% | $2,177-40.1% |
| Participant deferral / active EE | $2,621 | $3,526-25.7% | $5,525-52.6% | $3,514-25.4% |
| Admin fee / account holder | $59 | $531-89.0% | $8,593-99.3% | $847-93.1% |