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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.2+ years Filed as: DECIMAL INC Service code 14 · EIN 94-3354450 1160 BATTERY STREET, SUITE 350 · SAN FRANCISCO, CA 94111 | Plan Administrator | $6,452 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $24,419 | $60,165-59.4% | $74,184-67.1% | $55,167-55.7% |
| Participation rate | 37.5% | 74.2%-36.7pp | 76.6%-39.1pp | 69.0%-31.5pp |
| Annual return | 5.55% | 10.00%-4.5pp | 17.74%-12.2pp | 169.23%-163.7pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,667 | $2,973+90.6% | $3,550+59.6% | $3,054+85.5% |
| Admin fee / account holder | $79 | $419-81.2% | $5,586-98.6% | $504-84.4% |