Filed June 25, 2024
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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.6+ years Filed as: DECIMAL INC Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $19,883 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $45,473 | $106,264-57.2% | $147,117-69.1% | $77,762-41.5% |
| Participation rate | 67.1% | 78.4%-11.4pp | 82.2%-15.1pp | 70.6%-3.5pp |
| Annual return | 16.55% | 56.94%-40.4pp | 420.54%-404.0pp | 31.27%-14.7pp |
| Employer contribution / active EE | $1,319 | $4,074-67.6% | $4,932-73.3% | $2,728-51.6% |
| Participant deferral / active EE | $4,448 | $8,003-44.4% | $8,065-44.9% | $4,651-4.4% |
| Admin fee / account holder | $90 | $334-73.0% | $12,993-99.3% | $433-79.1% |