Filed June 25, 2024
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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.1+ years Filed as: DECIMAL INC Service code 14 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $7,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,923 | $89,652-81.1% | $141,191-88.0% | $65,185-74.0% |
| Participation rate | 67.5% | 74.7%-7.2pp | 82.5%-15.0pp | 70.2%-2.7pp |
| Annual return | 0.00% | 32.79%-32.8pp | 71.41%-71.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $516 | $3,065-83.2% | $4,736-89.1% | $2,177-76.3% |
| Participant deferral / active EE | $3,789 | $5,691-33.4% | $6,710-43.5% | $3,514+7.8% |
| Admin fee / account holder | $57 | $569-90.0% | $10,264-99.4% | $847-93.3% |