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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 | $8,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,799 | $58,320-78.1% | $86,438-85.2% | $66,938-80.9% |
| Participation rate | 64.6% | 78.6%-14.0pp | 80.3%-15.8pp | 69.8%-5.2pp |
| Annual return | -13.13% | -9.71%-3.4pp | 4397.19%-4410.3pp | 1.58%-14.7pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $7,247 | $6,899+5.0% | $6,952+4.2% | $4,238+71.0% |
| Admin fee / account holder | $55 | $546-90.0% | $6,733-99.2% | $594-90.8% |