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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.3 years Filed as: DECIMAL INC Service code 14 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $18,600 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,361 | $104,336-71.9% | $159,474-81.6% | $86,821-66.2% |
| Participation rate | 65.6% | 77.7%-12.1pp | 82.8%-17.2pp | 72.3%-6.7pp |
| Annual return | 45.93% | 26.32%+19.6pp | 263.68%-217.7pp | 97.94%-52.0pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $6,885 | $6,837+0.7% | $7,353-6.4% | $4,132+66.6% |
| Admin fee / account holder | $57 | $172-66.8% | $10,802-99.5% | $170-66.3% |