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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 | $91,120-84.5% | $161,149-91.2% | $64,097-77.9% |
| Participation rate | 93.8% | 62.2%+31.6pp | 78.8%+14.9pp | 55.2%+38.6pp |
| Annual return | 20.46% | 17.95%+2.5pp | 21.16%-0.7pp | 34.64%-14.2pp |
| Employer contribution / active EE | $1,265 | $2,284-44.6% | $4,360-71.0% | $1,891-33.1% |
| Participant deferral / active EE | $2,450 | $3,708-33.9% | $6,153-60.2% | $3,080-20.5% |
| Admin fee / account holder | $43 | $4,535-99.0% | $15,194-99.7% | $3,454-98.7% |