Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
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 | $41,568 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,964 | $89,808-54.4% | $100,383-59.2% | $77,671-47.3% |
| Participation rate | 79.5% | 81.2%-1.7pp | 81.5%-2.0pp | 70.6%+8.9pp |
| Annual return | 30.74% | 20.62%+10.1pp | 49.26%-18.5pp | 31.21%-0.5pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,944-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $14,224 | $8,284+71.7% | $8,086+75.9% | $4,648+206.0% |
| Admin fee / account holder | $150 | $174-13.9% | $7,900-98.1% | $430-65.1% |