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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 | $101,672-31.6% | $147,117-52.8% | $74,478-6.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 21.35% | 8757.83%-8736.5pp | 420.54%-399.2pp | 1370.56%-1349.2pp |
| Employer contribution / active EE | $4,021 | $3,813+5.4% | $4,932-18.5% | $2,626+53.1% |
| Participant deferral / active EE | $11,916 | $7,305+63.1% | $8,065+47.8% | $4,350+173.9% |
| Admin fee / account holder | $113 | $1,753-93.6% | $12,993-99.1% | $1,946-94.2% |