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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.3 years Service code 14 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $11,850 |
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 | $26,807 | $99,957-73.2% | $149,745-82.1% | $73,497-63.5% |
| Participation rate | 67.5% | 75.7%-8.2pp | 82.5%-15.0pp | 70.7%-3.2pp |
| Annual return | 28.28% | 53.87%-25.6pp | 276.72%-248.4pp | 28.51%-0.2pp |
| Employer contribution / active EE | $2,436 | $3,191-23.7% | $4,646-47.6% | $2,270+7.3% |
| Participant deferral / active EE | $4,773 | $6,073-21.4% | $6,843-30.2% | $3,740+27.6% |
| Admin fee / account holder | $90 | $551-83.7% | $9,312-99.0% | $513-82.5% |