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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 | $7,564 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,994 | $36,806-91.9% | $69,623-95.7% | $77,736-96.1% |
| Participation rate | 73.0% | 64.4%+8.6pp | 66.4%+6.5pp | 70.6%+2.4pp |
| Annual return | 15.09% | 38.81%-23.7pp | 101.23%-86.1pp | 31.26%-16.2pp |
| Employer contribution / active EE | $265 | $1,257-78.9% | $1,709-84.5% | $2,728-90.3% |
| Participant deferral / active EE | $1,827 | $2,738-33.3% | $2,890-36.8% | $4,651-60.7% |
| Admin fee / account holder | $12 | $507-97.7% | $4,696-99.8% | $433-97.3% |