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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.1 year Filed as: DECIMAL,INC. Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $6,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,431 | $104,497-71.8% | $159,487-81.5% | $79,389-62.9% |
| Participation rate | 62.7% | 76.6%-13.9pp | 82.8%-20.1pp | 70.7%-8.0pp |
| Annual return | 22.65% | 67.98%-45.3pp | 263.71%-241.1pp | 116.89%-94.2pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $6,855 | $6,468+6.0% | $7,354-6.8% | $4,046+69.4% |
| Admin fee / account holder | $77 | $711-89.1% | $10,804-99.3% | $626-87.7% |