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| Provider | Service type | Compensation |
|---|---|---|
ICAPITAL, LLC1 year Service code 27 · EIN 76-0708798 | Advisory (Plan) | $7,306 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,127 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,803 | $102,385-3.5% | $147,080-32.8% | $80,935+22.1% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+29.9pp |
| Annual return | 18.62% | 135.09%-116.5pp | 420.17%-401.6pp | 35.66%-17.0pp |
| Employer contribution / active EE | $11,628 | $3,717+212.8% | $4,933+135.7% | $2,757+321.8% |
| Participant deferral / active EE | $34,373 | $6,651+416.8% | $8,066+326.1% | $4,299+699.5% |
| Admin fee / account holder | $96 | $7,951-98.8% | $12,989-99.3% | $6,924-98.6% |