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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 | $10,262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,306 | $82,979-70.7% | $102,412-76.3% | $77,736-68.7% |
| Participation rate | 52.5% | 71.5%-19.1pp | 74.5%-22.0pp | 70.6%-18.1pp |
| Annual return | 13.25% | 19.11%-5.9pp | 24.94%-11.7pp | 31.26%-18.0pp |
| Employer contribution / active EE | $1,568 | $3,554-55.9% | $3,870-59.5% | $2,728-42.5% |
| Participant deferral / active EE | $2,664 | $4,109-35.2% | $5,060-47.4% | $4,651-42.7% |
| Admin fee / account holder | $58 | $639-90.9% | $8,388-99.3% | $433-86.5% |