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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 | $17,605 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,248 | $58,320-67.0% | $86,436-77.7% | $66,914-71.2% |
| Participation rate | 81.8% | 78.6%+3.2pp | 80.3%+1.4pp | 69.8%+11.9pp |
| Annual return | -19.04% | -9.71%-9.3pp | 4394.89%-4413.9pp | 1.58%-20.6pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $15,759 | $6,899+128.4% | $6,952+126.7% | $4,237+271.9% |
| Admin fee / account holder | $84 | $546-84.6% | $6,731-98.7% | $593-85.8% |