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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 | $55,423-82.6% | $155,602-93.8% | $74,400-87.0% |
| Participation rate | 82.8% | 61.9%+20.9pp | 78.2%+4.6pp | 67.2%+15.6pp |
| Annual return | 32.86% | 269.07%-236.2pp | 64.81%-32.0pp | 1367.51%-1334.7pp |
| Employer contribution / active EE | $716 | $2,266-68.4% | $4,675-84.7% | $2,624-72.7% |
| Participant deferral / active EE | $2,577 | $2,835-9.1% | $5,629-54.2% | $4,348-40.7% |
| Admin fee / account holder | $49 | $1,744-97.2% | $15,923-99.7% | $1,944-97.5% |