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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.1 year Service code 14 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $8,638 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,420 | $73,102-73.4% | $123,553-84.3% | $56,289-65.5% |
| Participation rate | 79.7% | 74.3%+5.3pp | 82.3%-2.6pp | 69.9%+9.8pp |
| Annual return | -1.37% | 3.01%-4.4pp | 119.21%-120.6pp | -9.96%+8.6pp |
| Employer contribution / active EE | $1,397 | $2,977-53.1% | $4,628-69.8% | $2,111-33.8% |
| Participant deferral / active EE | $4,091 | $5,423-24.6% | $6,426-36.3% | $3,350+22.1% |
| Admin fee / account holder | $67 | $554-87.9% | $9,284-99.3% | $521-87.1% |