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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 | $101,539-70.8% | $147,041-79.9% | $74,400-60.2% |
| Participation rate | 94.4% | 75.5%+18.9pp | 82.2%+12.2pp | 67.2%+27.2pp |
| Annual return | 41.35% | 8740.84%-8699.5pp | 419.21%-377.9pp | 1367.51%-1326.2pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $14,064 | $7,304+92.6% | $8,071+74.3% | $4,348+223.5% |
| Admin fee / account holder | $58 | $1,749-96.7% | $13,006-99.6% | $1,944-97.0% |