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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.4 years Service code 14 · EIN 94-3354450 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $7,230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,872 | $86,298-56.1% | $111,308-66.0% | $85,847-55.9% |
| Participation rate | 38.0% | 73.3%-35.4pp | 77.3%-39.3pp | 69.3%-31.3pp |
| Annual return | 14.09% | 19.99%-5.9pp | 54.67%-40.6pp | 318.61%-304.5pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,722 | $3,641+57.2% | $4,487+27.5% | $3,952+44.8% |
| Admin fee / account holder | $89 | $8,189-98.9% | $7,965-98.9% | $6,261-98.6% |