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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 | $7,006 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,431 | $69,771-82.2% | $67,524-81.6% | $74,400-83.3% |
| Participation rate | 38.6% | 71.4%-32.8pp | 72.9%-34.3pp | 67.2%-28.6pp |
| Annual return | 25.93% | -40.49%+66.4pp | 3519.41%-3493.5pp | 1367.51%-1341.6pp |
| Employer contribution / active EE | $331 | $2,710-87.8% | $2,734-87.9% | $2,624-87.4% |
| Participant deferral / active EE | $1,335 | $3,638-63.3% | $4,001-66.6% | $4,348-69.3% |
| Admin fee / account holder | $64 | $889-92.8% | $4,001-98.4% | $1,944-96.7% |