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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 | $9,349 |
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 | $19,261 | $58,320-67.0% | $86,438-77.7% | $66,938-71.2% |
| Participation rate | 80.1% | 78.6%+1.5pp | 80.3%-0.2pp | 69.8%+10.3pp |
| Annual return | -14.26% | -9.71%-4.5pp | 4397.19%-4411.4pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,894 | $2,615-27.6% | $3,769-49.8% | $2,545-25.6% |
| Participant deferral / active EE | $6,169 | $6,899-10.6% | $6,952-11.3% | $4,238+45.6% |
| Admin fee / account holder | $59 | $546-89.2% | $6,733-99.1% | $594-90.0% |