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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 | $5,370 |
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 | $6,884 | $68,878-90.0% | $120,574-94.3% | $80,935-91.5% |
| Participation rate | 98.9% | 61.7%+37.3pp | 71.9%+27.0pp | 67.7%+31.3pp |
| Annual return | 13.42% | 23.67%-10.2pp | 107.42%-94.0pp | 35.66%-22.2pp |
| Employer contribution / active EE | $1,080 | $2,065-47.7% | $3,471-68.9% | $2,757-60.8% |
| Participant deferral / active EE | $2,276 | $3,189-28.6% | $4,996-54.4% | $4,299-47.1% |
| Admin fee / account holder | $35 | $5,782-99.4% | $9,445-99.6% | $6,924-99.5% |