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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 | $8,741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,935 | $55,470-83.9% | $155,556-94.3% | $74,478-88.0% |
| Participation rate | 47.8% | 61.9%-14.1pp | 78.2%-30.4pp | 67.2%-19.4pp |
| Annual return | 11.07% | 269.80%-258.7pp | 64.84%-53.8pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $622 | $2,267-72.6% | $4,675-86.7% | $2,626-76.3% |
| Participant deferral / active EE | $1,639 | $2,838-42.2% | $5,631-70.9% | $4,350-62.3% |
| Admin fee / account holder | $50 | $1,744-97.2% | $15,885-99.7% | $1,946-97.4% |