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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.1 year Service code 14 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $6,563 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,156 | $73,102-83.4% | $123,553-90.2% | $56,289-78.4% |
| Participation rate | 59.4% | 74.3%-15.0pp | 82.3%-22.9pp | 69.9%-10.5pp |
| Annual return | -1.92% | 3.01%-4.9pp | 119.21%-121.1pp | -9.96%+8.0pp |
| Employer contribution / active EE | $1,574 | $2,977-47.1% | $4,628-66.0% | $2,111-25.4% |
| Participant deferral / active EE | $2,931 | $5,423-46.0% | $6,426-54.4% | $3,350-12.5% |
| Admin fee / account holder | $61 | $554-88.9% | $9,284-99.3% | $521-88.2% |