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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.6 years Filed as: DECIMAL INC. Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $11,958 |
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 | $18,077 | $77,901-76.8% | $149,717-87.9% | $75,181-76.0% |
| Participation rate | 66.7% | 65.6%+1.1pp | 78.8%-12.1pp | 67.2%-0.5pp |
| Annual return | 20.28% | 31.73%-11.4pp | 134.41%-114.1pp | 160.69%-140.4pp |
| Employer contribution / active EE | $1,889 | $3,137-39.8% | $4,820-60.8% | $2,671-29.3% |
| Participant deferral / active EE | $3,094 | $3,411-9.3% | $5,682-45.5% | $4,126-25.0% |
| Admin fee / account holder | $71 | $5,949-98.8% | $13,213-99.5% | $5,650-98.7% |