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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.2 years Service code 14 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $0 |
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).
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 | $18,456 | $89,652-79.4% | $141,197-86.9% | $65,186-71.7% |
| Participation rate | 59.5% | 74.7%-15.2pp | 82.5%-23.0pp | 70.2%-10.7pp |
| Annual return | 33.86% | 32.79%+1.1pp | 71.41%-37.5pp | 29.39%+4.5pp |
| Employer contribution / active EE | $2,090 | $3,065-31.8% | $4,736-55.9% | $2,177-4.0% |
| Participant deferral / active EE | $3,886 | $5,691-31.7% | $6,710-42.1% | $3,514+10.6% |
| Admin fee / account holder | $92 | $569-83.9% | $10,265-99.1% | $847-89.2% |