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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.3 years Service code 14 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $13,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $15,846 | $99,957-84.1% | $149,745-89.4% | $73,497-78.4% |
| Participation rate | 52.4% | 75.7%-23.3pp | 82.5%-30.0pp | 70.7%-18.2pp |
| Annual return | 20.63% | 53.87%-33.2pp | 276.72%-256.1pp | 28.51%-7.9pp |
| Employer contribution / active EE | $1,045 | $3,191-67.2% | $4,646-77.5% | $2,270-53.9% |
| Participant deferral / active EE | $3,239 | $6,073-46.7% | $6,843-52.7% | $3,740-13.4% |
| Admin fee / account holder | $67 | $551-87.8% | $9,312-99.3% | $513-86.9% |