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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.1 year Service code 14 · EIN 75-3182674 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $13,712 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,858 | $91,424-26.9% | $135,942-50.8% | $71,495-6.5% |
| Participation rate | 86.8% | 75.7%+11.2pp | 81.9%+4.9pp | 67.9%+18.9pp |
| Annual return | 25.86% | 29.90%-4.0pp | 68.28%-42.4pp | 28.85%-3.0pp |
| Employer contribution / active EE | $6,336 | $3,704+71.1% | $4,858+30.4% | $2,589+144.7% |
| Participant deferral / active EE | $12,151 | $7,092+71.3% | $7,759+56.6% | $4,291+183.2% |
| Admin fee / account holder | $90 | $1,266-92.9% | $10,764-99.2% | $1,588-94.3% |