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| Provider | Service type | Compensation |
|---|---|---|
DAVINCI CAPITAL MANAGEMENT7 years Filed as: DAVINCI CAPITAL MANAGEMENT INC Service code 55 · EIN 01-0522492 | Other Commissions | $19,360 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,567 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,802 | $59,105-39.4% | $160,009-77.6% | $66,938-46.5% |
| Participation rate | 58.8% | 68.1%-9.3pp | 78.0%-19.2pp | 69.8%-11.1pp |
| Annual return | -10.52% | -12.26%+1.7pp | 408.85%-419.4pp | 1.58%-12.1pp |
| Employer contribution / active EE | $1,519 | $1,983-23.4% | $4,225-64.1% | $2,545-40.3% |
| Participant deferral / active EE | $3,033 | $4,395-31.0% | $6,183-50.9% | $4,238-28.4% |
| Admin fee / account holder | $78 | $591-86.9% | $8,715-99.1% | $594-86.9% |