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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.4 years Service code 14 44 MONTGOMERY STREET, SUITE 300 · SAN FRANCISCO, CA 94104 | Plan Administrator | $23,565 |
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 | $24,096 | $82,163-70.7% | $125,363-80.8% | $64,814-62.8% |
| Participation rate | 58.2% | 77.9%-19.7pp | 82.4%-24.2pp | 71.5%-13.2pp |
| Annual return | -17.54% | 3.49%-21.0pp | 572.15%-589.7pp | 32.84%-50.4pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $6,523 | $7,175-9.1% | $7,447-12.4% | $4,310+51.3% |
| Admin fee / account holder | $75 | $163-54.2% | $10,005-99.3% | $188-60.2% |