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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.1 year Service code 14 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $6,691 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,656 | $73,102-84.1% | $123,553-90.6% | $56,289-79.3% |
| Participation rate | 49.4% | 74.3%-24.9pp | 82.3%-32.9pp | 69.9%-20.4pp |
| Annual return | 28.36% | 3.01%+25.4pp | 119.21%-90.8pp | -9.96%+38.3pp |
| Employer contribution / active EE | $1,202 | $2,977-59.6% | $4,628-74.0% | $2,111-43.0% |
| Participant deferral / active EE | $3,597 | $5,423-33.7% | $6,426-44.0% | $3,350+7.4% |
| Admin fee / account holder | $54 | $554-90.3% | $9,284-99.4% | $521-89.6% |