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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 | $7,138 |
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 | $9,652 | $55,437-82.6% | $155,534-93.8% | $74,459-87.0% |
| Participation rate | 82.8% | 61.9%+20.9pp | 78.2%+4.6pp | 67.2%+15.6pp |
| Annual return | 32.86% | 269.58%-236.7pp | 64.92%-32.1pp | 1369.70%-1336.8pp |
| Employer contribution / active EE | $716 | $2,266-68.4% | $4,675-84.7% | $2,626-72.7% |
| Participant deferral / active EE | $2,577 | $2,837-9.2% | $5,630-54.2% | $4,350-40.8% |
| Admin fee / account holder | $49 | $1,742-97.2% | $15,900-99.7% | $1,945-97.5% |