Filed June 25, 2024
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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.5+ years Filed as: DECIMAL INC Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $17,157 |
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 | $39,970 | $95,417-58.1% | $135,974-70.6% | $74,460-46.3% |
| Participation rate | 60.7% | 78.2%-17.5pp | 81.9%-21.2pp | 70.7%-10.0pp |
| Annual return | 30.17% | 32.76%-2.6pp | 68.30%-38.1pp | 34.38%-4.2pp |
| Employer contribution / active EE | $1,239 | $3,878-68.0% | $4,859-74.5% | $2,638-53.0% |
| Participant deferral / active EE | $4,161 | $7,789-46.6% | $7,760-46.4% | $4,530-8.1% |
| Admin fee / account holder | $86 | $266-67.6% | $10,767-99.2% | $348-75.2% |