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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.2+ years Filed as: DECIMAL INC Service code 14 1160 BATTERY STREET, SUITE 350 · SAN FRANCISCO, CA 94111 | Plan Administrator | $2,240 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,443 | $60,165-89.3% | $74,184-91.3% | $55,167-88.3% |
| Participation rate | 32.4% | 74.2%-41.8pp | 76.6%-44.2pp | 69.0%-36.6pp |
| Annual return | 5.11% | 10.00%-4.9pp | 17.74%-12.6pp | 169.23%-164.1pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,409 | $2,973-52.6% | $3,550-60.3% | $3,054-53.9% |
| Admin fee / account holder | $18 | $419-95.8% | $5,586-99.7% | $504-96.5% |