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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $8,171 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,153 | $91,760-84.6% | $156,181-90.9% | $67,986-79.2% |
| Participation rate | 93.8% | 65.0%+28.8pp | 78.8%+15.0pp | 57.2%+36.6pp |
| Annual return | 20.46% | 18.14%+2.3pp | 64.87%-44.4pp | 31.67%-11.2pp |
| Employer contribution / active EE | $1,265 | $2,419-47.7% | $4,294-70.5% | $2,019-37.3% |
| Participant deferral / active EE | $2,450 | $3,960-38.1% | $6,132-60.1% | $3,358-27.0% |
| Admin fee / account holder | $43 | $3,949-98.9% | $14,586-99.7% | $3,203-98.6% |