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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.1+ years Filed as: DECIMAL INC Service code 14 1160 BATTERY STREET · SAN FRANCISCO, CA 94111 | Plan Administrator | $10,617 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,827 | $54,320-63.5% | $67,652-70.7% | $52,331-62.1% |
| Participation rate | 91.7% | 73.6%+18.1pp | 75.7%+16.0pp | 68.1%+23.6pp |
| Annual return | -1.61% | 6.81%-8.4pp | 6625.04%-6626.7pp | 4.54%-6.2pp |
| Employer contribution / active EE | $3,289 | $1,544+113.0% | $2,266+45.2% | $1,882+74.8% |
| Participant deferral / active EE | $5,528 | $2,950+87.4% | $3,560+55.3% | $3,022+82.9% |
| Admin fee / account holder | $50 | $527-90.4% | $4,821-99.0% | $592-91.5% |