Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $45,109-40.7% | $85,240-68.6% | $77,762-65.6% |
| Participation rate | 38.8% | 48.7%-9.9pp | 67.5%-28.8pp | 70.6%-31.8pp |
| Annual return | 12.19% | 79.55%-67.4pp | 66.75%-54.6pp | 31.27%-19.1pp |
| Employer contribution / active EE | $813 | $1,602-49.2% | $2,735-70.3% | $2,728-70.2% |
| Participant deferral / active EE | $1,477 | $2,814-47.5% | $4,527-67.4% | $4,651-68.2% |
| Admin fee / account holder | $77 | $915-91.6% | $6,165-98.8% | $433-82.2% |