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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 | $7,604 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,967 | $45,123-29.2% | $85,240-62.5% | $74,478-57.1% |
| Participation rate | 99.1% | 49.4%+49.8pp | 67.5%+31.6pp | 67.2%+31.9pp |
| Annual return | 29.41% | 26.32%+3.1pp | 66.75%-37.3pp | 1370.56%-1341.2pp |
| Employer contribution / active EE | $5,781 | $1,459+296.3% | $2,735+111.4% | $2,626+120.1% |
| Participant deferral / active EE | $8,190 | $2,736+199.3% | $4,527+80.9% | $4,350+88.3% |
| Admin fee / account holder | $50 | $2,215-97.8% | $6,165-99.2% | $1,946-97.4% |