Filed June 25, 2024
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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.4+ years Filed as: DECIMAL INC Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $13,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,228 | $82,163-64.4% | $125,381-76.7% | $64,819-54.9% |
| Participation rate | 62.0% | 77.9%-15.9pp | 82.4%-20.4pp | 71.5%-9.5pp |
| Annual return | -18.74% | 3.49%-22.2pp | 572.31%-591.0pp | 32.84%-51.6pp |
| Employer contribution / active EE | $1,193 | $3,616-67.0% | $4,815-75.2% | $2,507-52.4% |
| Participant deferral / active EE | $4,031 | $7,175-43.8% | $7,448-45.9% | $4,311-6.5% |
| Admin fee / account holder | $75 | $163-54.1% | $10,007-99.3% | $188-60.2% |