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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DENARIUS CAPITAL ADVISORS Service code 26 · EIN 45-5382552 5201 GREAT AMERICA PKWY · SANTA CLARA, CA 95054 | Advisory (Participants) | $9,704 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,426 | $102,385-66.4% | $147,080-76.6% | $80,935-57.5% |
| Participation rate | 91.0% | 75.9%+15.2pp | 82.2%+8.8pp | 67.7%+23.4pp |
| Annual return | 10.87% | 135.09%-124.2pp | 420.17%-409.3pp | 35.66%-24.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,922 | $6,651-41.0% | $8,066-51.4% | $4,299-8.8% |
| Admin fee / account holder | $295 | $7,951-96.3% | $12,989-97.7% | $6,924-95.7% |