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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 | $9,553 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $26,730 | $45,022-40.6% | $85,126-68.6% | $77,714-65.6% |
| Participation rate | 38.8% | 48.7%-9.9pp | 67.5%-28.8pp | 70.6%-31.8pp |
| Annual return | 12.19% | 79.38%-67.2pp | 66.63%-54.4pp | 31.26%-19.1pp |
| Employer contribution / active EE | $813 | $1,610-49.5% | $2,731-70.2% | $2,727-70.2% |
| Participant deferral / active EE | $1,477 | $2,811-47.5% | $4,523-67.3% | $4,649-68.2% |
| Admin fee / account holder | $77 | $913-91.6% | $6,160-98.7% | $433-82.2% |