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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 | $78,976-39.7% | $100,383-52.6% | $74,546-36.1% |
| Participation rate | 93.5% | 79.5%+14.0pp | 81.5%+12.0pp | 67.2%+26.3pp |
| Annual return | 34.34% | 20.62%+13.7pp | 49.26%-14.9pp | 1366.03%-1331.7pp |
| Employer contribution / active EE | $5,454 | $3,019+80.7% | $3,944+38.3% | $2,624+107.8% |
| Participant deferral / active EE | $14,503 | $7,758+87.0% | $8,086+79.4% | $4,347+233.6% |
| Admin fee / account holder | $142 | $1,330-89.3% | $7,900-98.2% | $1,944-92.7% |