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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.1 year Filed as: DECIMAL Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $7,510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,225 | $98,776-76.5% | $149,745-84.5% | $79,856-70.9% |
| Participation rate | 64.6% | 75.8%-11.2pp | 82.5%-17.8pp | 69.6%-5.0pp |
| Annual return | 39.48% | 27.38%+12.1pp | 276.72%-237.2pp | 31.71%+7.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,169 | $5,681+43.8% | $6,843+19.4% | $3,741+118.4% |
| Admin fee / account holder | $110 | $6,053-98.2% | $9,312-98.8% | $5,306-97.9% |