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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.6 years Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $16,379 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,253 | $91,417-53.8% | $135,925-68.9% | $71,476-40.9% |
| Participation rate | 71.6% | 75.7%-4.1pp | 81.9%-10.4pp | 67.9%+3.6pp |
| Annual return | 17.80% | 29.90%-12.1pp | 68.25%-50.5pp | 28.85%-11.1pp |
| Employer contribution / active EE | $3,949 | $3,704+6.6% | $4,857-18.7% | $2,589+52.5% |
| Participant deferral / active EE | $7,130 | $7,093+0.5% | $7,759-8.1% | $4,290+66.2% |
| Admin fee / account holder | $115 | $1,266-90.9% | $10,764-98.9% | $1,587-92.7% |