Filed March 7, 2023
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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.1+ years Filed as: DECIMAL INC. Service code 14 1160 BATTERY STREET, SUITE 350 · SAN FRANCISCO, CA 94111 | Plan Administrator | $14,607 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,231 | $72,770-72.2% | $67,652-70.1% | $55,191-63.3% |
| Participation rate | 65.4% | 78.8%-13.4pp | 75.7%-10.3pp | 69.2%-3.8pp |
| Annual return | 0.98% | -3.26%+4.2pp | 6625.40%-6624.4pp | 10.78%-9.8pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $6,593 | $3,408+93.5% | $3,560+85.2% | $3,046+116.4% |
| Admin fee / account holder | $71 | $79-9.6% | $4,821-98.5% | $91-21.5% |