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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 | $22,707 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,718 | $78,976-58.6% | $100,383-67.4% | $74,546-56.1% |
| Participation rate | 86.1% | 79.5%+6.7pp | 81.5%+4.6pp | 67.2%+18.9pp |
| Annual return | 14.53% | 20.62%-6.1pp | 49.26%-34.7pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $4,078 | $3,019+35.1% | $3,944+3.4% | $2,624+55.4% |
| Participant deferral / active EE | $6,498 | $7,758-16.2% | $8,086-19.6% | $4,347+49.5% |
| Admin fee / account holder | $145 | $1,330-89.1% | $7,900-98.2% | $1,944-92.6% |