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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $5,270 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,831 | $45,119-87.1% | $85,126-93.2% | $74,429-92.2% |
| Participation rate | 90.8% | 49.4%+41.4pp | 67.5%+23.2pp | 67.2%+23.5pp |
| Annual return | 13.89% | 26.28%-12.4pp | 66.63%-52.7pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $1,125 | $1,460-23.0% | $2,731-58.8% | $2,625-57.1% |
| Participant deferral / active EE | $1,817 | $2,738-33.6% | $4,523-59.8% | $4,348-58.2% |
| Admin fee / account holder | $30 | $2,214-98.6% | $6,160-99.5% | $1,944-98.5% |