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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 64101 | Contract Administrator | $12,462 |
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 | $10,039 | $79,169-87.3% | $100,415-90.0% | $74,478-86.5% |
| Participation rate | 83.6% | 79.4%+4.2pp | 81.5%+2.1pp | 67.2%+16.4pp |
| Annual return | 29.87% | 20.51%+9.4pp | 49.47%-19.6pp | 1370.56%-1340.7pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,519 | $7,751-41.7% | $8,091-44.1% | $4,350+3.9% |
| Admin fee / account holder | $48 | $1,337-96.4% | $7,906-99.4% | $1,946-97.5% |