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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 | $69,708+76.4% | $67,560+82.0% | $74,478+65.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.79% | -40.67%+53.5pp | 3533.50%-3520.7pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $3,336 | $2,715+22.9% | $2,737+21.9% | $2,626+27.0% |
| Participant deferral / active EE | $10,908 | $3,637+199.9% | $4,004+172.4% | $4,350+150.7% |
| Admin fee / account holder | $257 | $887-71.1% | $3,994-93.6% | $1,946-86.8% |