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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 | $11,264 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,808 | $59,006-85.1% | $97,260-90.9% | $74,459-88.2% |
| Participation rate | 55.3% | 63.7%-8.4pp | 72.7%-17.4pp | 67.2%-12.0pp |
| Annual return | 11.81% | 16.04%-4.2pp | 75.54%-63.7pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $810 | $1,894-57.2% | $2,721-70.2% | $2,626-69.2% |
| Participant deferral / active EE | $1,672 | $3,671-54.5% | $4,262-60.8% | $4,350-61.6% |
| Admin fee / account holder | $56 | $1,974-97.1% | $5,640-99.0% | $1,945-97.1% |