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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 | $33,178 |
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 | $47,615 | $79,045-39.8% | $100,378-52.6% | $74,429-36.0% |
| Participation rate | 93.5% | 79.4%+14.1pp | 81.5%+12.0pp | 67.2%+26.3pp |
| Annual return | 34.34% | 20.61%+13.7pp | 49.41%-15.1pp | 1368.38%-1334.0pp |
| Employer contribution / active EE | $5,454 | $3,015+80.9% | $3,942+38.4% | $2,625+107.8% |
| Participant deferral / active EE | $14,503 | $7,751+87.1% | $8,087+79.3% | $4,348+233.5% |
| Admin fee / account holder | $142 | $1,335-89.4% | $7,899-98.2% | $1,944-92.7% |