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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.7 years Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $34,910 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,643 | $101,653-69.9% | $147,080-79.2% | $74,459-58.8% |
| Participation rate | 59.3% | 75.6%-16.3pp | 82.2%-22.9pp | 67.2%-8.0pp |
| Annual return | 23.50% | 8754.98%-8731.5pp | 420.17%-396.7pp | 1369.70%-1346.2pp |
| Employer contribution / active EE | $2,378 | $3,813-37.6% | $4,933-51.8% | $2,626-9.4% |
| Participant deferral / active EE | $6,772 | $7,304-7.3% | $8,066-16.1% | $4,350+55.7% |
| Admin fee / account holder | $109 | $1,752-93.8% | $12,989-99.2% | $1,945-94.4% |