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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.2 years Filed as: DECIMAL INC Service code 14 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $8,785 |
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 | $26,783 | $99,957-73.2% | $149,715-82.1% | $73,493-63.6% |
| Participation rate | 49.2% | 75.7%-26.5pp | 82.5%-33.3pp | 70.7%-21.5pp |
| Annual return | 21.91% | 53.87%-32.0pp | 276.66%-254.7pp | 28.51%-6.6pp |
| Employer contribution / active EE | $1,530 | $3,191-52.1% | $4,645-67.1% | $2,270-32.6% |
| Participant deferral / active EE | $5,158 | $6,073-15.1% | $6,842-24.6% | $3,740+37.9% |
| Admin fee / account holder | $93 | $551-83.0% | $9,310-99.0% | $513-81.8% |