Filed June 25, 2024
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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.2+ years Filed as: DECIMAL INC Service code 14 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $11,205 |
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.
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 | $26,090 | $99,957-73.9% | $149,745-82.6% | $73,497-64.5% |
| Participation rate | 66.2% | 75.7%-9.5pp | 82.5%-16.3pp | 70.7%-4.5pp |
| Annual return | 33.52% | 53.87%-20.4pp | 276.72%-243.2pp | 28.51%+5.0pp |
| Employer contribution / active EE | $1,861 | $3,191-41.7% | $4,646-59.9% | $2,270-18.0% |
| Participant deferral / active EE | $4,320 | $6,073-28.9% | $6,843-36.9% | $3,740+15.5% |
| Admin fee / account holder | $80 | $551-85.5% | $9,312-99.1% | $513-84.4% |