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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.1 year Filed as: DECIMAL INC. Service code 64 · EIN 94-3354450 | Recordkeeping Fees | $6,012 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,720 |
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.
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 | $29,616 | $101,653-70.9% | $147,080-79.9% | $74,459-60.2% |
| Participation rate | 94.4% | 75.6%+18.8pp | 82.2%+12.2pp | 67.2%+27.2pp |
| Annual return | 41.35% | 8754.98%-8713.6pp | 420.17%-378.8pp | 1369.70%-1328.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $14,064 | $7,304+92.6% | $8,066+74.4% | $4,350+223.3% |
| Admin fee / account holder | $58 | $1,752-96.7% | $12,989-99.6% | $1,945-97.0% |