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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.4 years Service code 14 · EIN 75-3182674 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,058 | $101,653-63.5% | $147,080-74.8% | $74,459-50.2% |
| Participation rate | 63.8% | 75.6%-11.8pp | 82.2%-18.4pp | 67.2%-3.5pp |
| Annual return | 17.06% | 8754.98%-8737.9pp | 420.17%-403.1pp | 1369.70%-1352.6pp |
| Employer contribution / active EE | $1,768 | $3,813-53.6% | $4,933-64.2% | $2,626-32.7% |
| Participant deferral / active EE | $4,936 | $7,304-32.4% | $8,066-38.8% | $4,350+13.5% |
| Admin fee / account holder | $106 | $1,752-93.9% | $12,989-99.2% | $1,945-94.5% |