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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.1 year Service code 14 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $7,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,035 | $89,652-76.5% | $141,177-85.1% | $65,185-67.7% |
| Participation rate | 64.9% | 74.7%-9.8pp | 82.5%-17.6pp | 70.2%-5.3pp |
| Annual return | 46.78% | 32.79%+14.0pp | 71.40%-24.6pp | 29.38%+17.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,110 | $5,691+24.9% | $6,710+6.0% | $3,514+102.3% |
| Admin fee / account holder | $65 | $569-88.6% | $10,263-99.4% | $847-92.3% |