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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.5 years Filed as: DECIMAL INC. Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $11,680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $13,905 | $73,848-81.2% | $143,799-90.3% | $68,486-79.7% |
| Participation rate | 69.4% | 66.7%+2.7pp | 80.3%-10.9pp | 67.9%+1.5pp |
| Annual return | -14.09% | 0.91%-15.0pp | -0.04%-14.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $1,907 | $3,184-40.1% | $4,952-61.5% | $2,597-26.6% |
| Participant deferral / active EE | $2,818 | $3,385-16.7% | $5,638-50.0% | $4,028-30.0% |
| Admin fee / account holder | $68 | $5,755-98.8% | $14,677-99.5% | $5,404-98.7% |