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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 | $11,459 |
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 | $20,357 | $78,607-74.1% | $105,624-80.7% | $74,478-72.7% |
| Participation rate | 99.0% | 72.8%+26.2pp | 75.3%+23.7pp | 67.2%+31.8pp |
| Annual return | 11.26% | 15.96%-4.7pp | 116.20%-104.9pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $2,008 | $2,523-20.4% | $3,168-36.6% | $2,626-23.5% |
| Participant deferral / active EE | $3,371 | $4,325-22.1% | $5,013-32.7% | $4,350-22.5% |
| Admin fee / account holder | $50 | $2,220-97.7% | $10,961-99.5% | $1,946-97.4% |