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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 47-4307706 300 MONTGOMERY ST STE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $6,222 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,116 | $66,124-80.2% | $90,440-85.5% | $73,493-82.2% |
| Participation rate | 40.7% | 69.7%-28.9pp | 72.7%-31.9pp | 70.7%-29.9pp |
| Annual return | 13.57% | 17.65%-4.1pp | 1294.38%-1280.8pp | 28.51%-14.9pp |
| Employer contribution / active EE | $504 | $2,346-78.5% | $3,263-84.6% | $2,270-77.8% |
| Participant deferral / active EE | $1,096 | $3,039-63.9% | $3,964-72.4% | $3,740-70.7% |
| Admin fee / account holder | $89 | $396-77.5% | $5,615-98.4% | $513-82.7% |