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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 47-4307706 300 MONTGOMERY ST, SUITE 350 · SAN FRANCISCO, CA 94101 | Investment management fees paid direc... | $14,465 |
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 | $7,291 | $76,669-90.5% | $96,520-92.4% | $71,495-89.8% |
| Participation rate | 85.7% | 66.6%+19.1pp | 74.3%+11.4pp | 67.9%+17.8pp |
| Annual return | 18.75% | 48.29%-29.5pp | 35.72%-17.0pp | 28.85%-10.1pp |
| Employer contribution / active EE | $1,076 | $3,031-64.5% | $3,739-71.2% | $2,589-58.5% |
| Participant deferral / active EE | $2,101 | $3,771-44.3% | $4,879-56.9% | $4,291-51.0% |
| Admin fee / account holder | $53 | $2,028-97.4% | $6,733-99.2% | $1,588-96.7% |