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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Recordkeeping | $31,527 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,755 | $91,474-55.4% | $135,982-70.0% | $71,529-43.0% |
| Participation rate | 69.2% | 75.7%-6.4pp | 81.9%-12.7pp | 67.9%+1.3pp |
| Annual return | 18.89% | 29.89%-11.0pp | 68.32%-49.4pp | 28.97%-10.1pp |
| Employer contribution / active EE | $21 | $3,705-99.4% | $4,859-99.6% | $2,590-99.2% |
| Participant deferral / active EE | $11,468 | $7,095+61.6% | $7,760+47.8% | $4,291+167.2% |
| Admin fee / account holder | $140 | $1,267-89.0% | $10,767-98.7% | $1,588-91.2% |