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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 47-4307706 300 MONTGOMERY ST, SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $5,066 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $3,824 | $30,437-87.4% | $56,033-93.2% | $74,459-94.9% |
| Participation rate | 59.7% | 32.9%+26.9pp | 52.5%+7.2pp | 67.2%-7.5pp |
| Annual return | 12.29% | 24.96%-12.7pp | 1711.38%-1699.1pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $536 | $610-12.1% | $1,041-48.5% | $2,626-79.6% |
| Participant deferral / active EE | $968 | $1,176-17.7% | $1,954-50.5% | $4,350-77.8% |
| Admin fee / account holder | $19 | $2,363-99.2% | $2,827-99.3% | $1,945-99.0% |