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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 | $10,201 |
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 | $10,344 | $81,331-87.3% | $155,534-93.3% | $80,935-87.2% |
| Participation rate | 91.2% | 66.3%+24.9pp | 78.2%+13.0pp | 67.7%+23.5pp |
| Annual return | 17.56% | 33.37%-15.8pp | 64.92%-47.4pp | 35.66%-18.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,754 | $3,454+124.5% | $5,630+37.7% | $4,299+80.3% |
| Admin fee / account holder | $61 | $7,999-99.2% | $15,900-99.6% | $6,924-99.1% |