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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 | $102,385-91.7% | $147,080-94.2% | $80,935-89.5% |
| Participation rate | 90.9% | 75.9%+15.0pp | 82.2%+8.7pp | 67.7%+23.2pp |
| Annual return | 14.39% | 135.09%-120.7pp | 420.17%-405.8pp | 35.66%-21.3pp |
| Employer contribution / active EE | $2,207 | $3,717-40.6% | $4,933-55.3% | $2,757-19.9% |
| Participant deferral / active EE | $3,901 | $6,651-41.4% | $8,066-51.6% | $4,299-9.3% |
| Admin fee / account holder | $48 | $7,951-99.4% | $12,989-99.6% | $6,924-99.3% |