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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 | $29,680 |
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 | $19,203 | $30,107-36.2% | $61,452-68.8% | $64,819-70.4% |
| Participation rate | 78.2% | 36.4%+41.8pp | 52.6%+25.6pp | 71.5%+6.7pp |
| Annual return | -10.76% | -13.99%+3.2pp | 338.96%-349.7pp | 32.84%-43.6pp |
| Employer contribution / active EE | $1,158 | $537+115.8% | $1,160-0.1% | $2,507-53.8% |
| Participant deferral / active EE | $9,242 | $1,126+720.8% | $2,125+335.0% | $4,311+114.4% |
| Admin fee / account holder | $87 | $148-41.5% | $2,131-95.9% | $188-53.8% |