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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 | $9,664 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,570 | $84,482-69.7% | $125,363-79.6% | $66,930-61.8% |
| Participation rate | 44.1% | 76.4%-32.4pp | 82.4%-38.3pp | 69.8%-25.8pp |
| Annual return | -4.68% | -8.49%+3.8pp | 572.15%-576.8pp | 1.57%-6.3pp |
| Employer contribution / active EE | $1,300 | $3,553-63.4% | $4,815-73.0% | $2,545-48.9% |
| Participant deferral / active EE | $2,803 | $6,782-58.7% | $7,447-62.4% | $4,238-33.9% |
| Admin fee / account holder | $114 | $685-83.4% | $10,005-98.9% | $593-80.8% |