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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 | $32,019 |
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 | $66,655 | $101,499-34.3% | $147,005-54.7% | $74,546-10.6% |
| Participation rate | 98.6% | 75.5%+23.1pp | 82.2%+16.4pp | 67.2%+31.4pp |
| Annual return | 24.06% | 8732.34%-8708.3pp | 418.76%-394.7pp | 1366.03%-1342.0pp |
| Employer contribution / active EE | $8,847 | $3,811+132.1% | $4,934+79.3% | $2,624+237.1% |
| Participant deferral / active EE | $11,058 | $7,304+51.4% | $8,070+37.0% | $4,347+154.4% |
| Admin fee / account holder | $183 | $1,748-89.5% | $13,006-98.6% | $1,944-90.6% |