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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.2 years Service code 14 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $5,900 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,130 | $63,365-52.5% | $91,994-67.2% | $72,975-58.7% |
| Participation rate | 89.8% | 72.5%+17.3pp | 78.6%+11.1pp | 69.5%+20.3pp |
| Annual return | 24.23% | 35.35%-11.1pp | 69.04%-44.8pp | 81.01%-56.8pp |
| Employer contribution / active EE | $2,149 | $2,116+1.6% | $3,453-37.8% | $2,440-11.9% |
| Participant deferral / active EE | $3,963 | $4,883-18.8% | $5,924-33.1% | $3,608+9.9% |
| Admin fee / account holder | $118 | $4,670-97.5% | $7,744-98.5% | $5,124-97.7% |