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| Provider | Service type | Compensation |
|---|---|---|
DAVINCI CAPITAL MANAGEMENT8 years Filed as: DAVINCI CAPITAL MANAGEMENT INC Service code 55 · EIN 01-0522492 | Other Commissions | $16,128 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,679 | $65,390-28.6% | $169,385-72.4% | $71,495-34.7% |
| Participation rate | 49.6% | 67.0%-17.4pp | 77.2%-27.6pp | 67.9%-18.4pp |
| Annual return | 17.80% | 21.31%-3.5pp | 405.82%-388.0pp | 28.85%-11.1pp |
| Employer contribution / active EE | $1,400 | $2,079-32.6% | $4,012-65.1% | $2,589-45.9% |
| Participant deferral / active EE | $2,881 | $4,367-34.0% | $6,221-53.7% | $4,291-32.9% |
| Admin fee / account holder | $62 | $1,324-95.3% | $9,011-99.3% | $1,588-96.1% |