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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $31,600 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,083 | $82,163-75.6% | $125,381-84.0% | $64,819-69.0% |
| Participation rate | 56.2% | 77.9%-21.7pp | 82.4%-26.1pp | 71.5%-15.2pp |
| Annual return | -14.10% | 3.49%-17.6pp | 572.31%-586.4pp | 32.84%-46.9pp |
| Employer contribution / active EE | $1,906 | $3,616-47.3% | $4,815-60.4% | $2,507-24.0% |
| Participant deferral / active EE | $5,935 | $7,175-17.3% | $7,448-20.3% | $4,311+37.7% |
| Admin fee / account holder | $100 | $163-38.5% | $10,007-99.0% | $188-46.6% |