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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 | $10,340 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,974 | $60,504-88.5% | $81,882-91.5% | $74,478-90.6% |
| Participation rate | 86.7% | 62.9%+23.8pp | 72.4%+14.3pp | 67.2%+19.5pp |
| Annual return | 13.54% | 16.91%-3.4pp | 779.47%-765.9pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $2,003 | $2,627-23.7% | $2,916-31.3% | $2,626-23.7% |
| Participant deferral / active EE | $3,534 | $3,400+3.9% | $4,323-18.3% | $4,350-18.8% |
| Admin fee / account holder | $32 | $1,492-97.8% | $7,360-99.6% | $1,946-98.3% |