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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 | $5,306 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,308 | $50,199-81.5% | $69,884-86.7% | $66,938-86.1% |
| Participation rate | 79.0% | 66.3%+12.7pp | 70.5%+8.6pp | 69.8%+9.2pp |
| Annual return | -12.19% | -13.85%+1.7pp | 190.81%-203.0pp | 1.58%-13.8pp |
| Employer contribution / active EE | $365 | $1,864-80.4% | $2,560-85.8% | $2,545-85.7% |
| Participant deferral / active EE | $6,279 | $3,112+101.8% | $3,848+63.2% | $4,238+48.2% |
| Admin fee / account holder | $35 | $600-94.2% | $6,266-99.4% | $594-94.2% |