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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 | $6,999 |
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).
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 | $8,489 | $102,382-91.7% | $147,005-94.2% | $80,874-89.5% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.2%+8.7pp | 67.6%+23.3pp |
| Annual return | 14.39% | 134.89%-120.5pp | 418.76%-404.4pp | 35.62%-21.2pp |
| Employer contribution / active EE | $2,207 | $3,715-40.6% | $4,934-55.3% | $2,756-19.9% |
| Participant deferral / active EE | $3,901 | $6,646-41.3% | $8,070-51.7% | $4,297-9.2% |
| Admin fee / account holder | $48 | $7,942-99.4% | $13,006-99.6% | $6,935-99.3% |