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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 | $21,120 |
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 | $69,504 | $101,499-31.5% | $147,005-52.7% | $74,546-6.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 21.35% | 8732.34%-8711.0pp | 418.76%-397.4pp | 1366.03%-1344.7pp |
| Employer contribution / active EE | $4,021 | $3,811+5.5% | $4,934-18.5% | $2,624+53.2% |
| Participant deferral / active EE | $11,916 | $7,304+63.1% | $8,070+47.7% | $4,347+174.1% |
| Admin fee / account holder | $113 | $1,748-93.5% | $13,006-99.1% | $1,944-94.2% |