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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.2 years Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $7,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $11,719 | $82,188-85.7% | $125,391-90.7% | $64,824-81.9% |
| Participation rate | 18.8% | 77.9%-59.1pp | 82.4%-63.6pp | 71.5%-52.7pp |
| Annual return | -13.05% | 3.50%-16.5pp | 572.41%-585.5pp | 32.84%-45.9pp |
| Employer contribution / active EE | $0 | $3,617-100.0% | $4,816-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,793 | $7,177-75.0% | $7,448-75.9% | $4,311-58.4% |
| Admin fee / account holder | $75 | $163-54.1% | $10,009-99.3% | $188-60.1% |