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| Provider | Service type | Compensation |
|---|---|---|
ARMANINO LLP1 year Filed as: ARMANINO Service code 10 · EIN 94-6214841 12657 ALCOSTA BLVD STE 500 · SAN RAMON, CA 945834600 | Accounting | $19,068 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $11,625 |
CAP FINANCIAL PARTNERS, LLC2 years Service code 51 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Investment Mgmt Fees | $11,312 |
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 | $122,948 | $69,774+76.2% | $67,561+82.0% | $74,429+65.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.79% | -40.53%+53.3pp | 3525.44%-3512.7pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $3,336 | $2,710+23.1% | $2,735+22.0% | $2,625+27.1% |
| Participant deferral / active EE | $10,908 | $3,636+200.0% | $4,003+172.5% | $4,348+150.9% |
| Admin fee / account holder | $257 | $890-71.2% | $4,006-93.6% | $1,944-86.8% |