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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 | $11,223 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $19,048 | $61,356-69.0% | $149,696-87.3% | $71,511-73.4% |
| Participation rate | 63.5% | 62.5%+1.0pp | 78.8%-15.3pp | 67.9%-4.4pp |
| Annual return | 24.47% | 35.86%-11.4pp | 134.46%-110.0pp | 28.86%-4.4pp |
| Employer contribution / active EE | $1,879 | $2,382-21.1% | $4,821-61.0% | $2,589-27.4% |
| Participant deferral / active EE | $3,657 | $2,920+25.3% | $5,682-35.6% | $4,291-14.8% |
| Admin fee / account holder | $67 | $1,263-94.7% | $13,212-99.5% | $1,588-95.8% |