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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 | $7,533 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,670 | $79,223-91.6% | $102,460-93.5% | $74,478-91.0% |
| Participation rate | 63.6% | 74.8%-11.1pp | 76.5%-12.9pp | 67.2%-3.6pp |
| Annual return | 31.12% | 54.98%-23.9pp | 29.47%+1.6pp | 1370.56%-1339.4pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,971 | $4,417-32.7% | $5,056-41.2% | $4,350-31.7% |
| Admin fee / account holder | $33 | $2,003-98.3% | $9,460-99.6% | $1,946-98.3% |