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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 | $6,385 |
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 | $15,101 | $91,424-83.5% | $135,942-88.9% | $71,495-78.9% |
| Participation rate | 86.1% | 75.7%+10.5pp | 81.9%+4.2pp | 67.9%+18.2pp |
| Annual return | 38.61% | 29.90%+8.7pp | 68.28%-29.7pp | 28.85%+9.8pp |
| Employer contribution / active EE | $5 | $3,704-99.9% | $4,858-99.9% | $2,589-99.8% |
| Participant deferral / active EE | $7,019 | $7,092-1.0% | $7,759-9.5% | $4,291+63.6% |
| Admin fee / account holder | $54 | $1,266-95.8% | $10,764-99.5% | $1,588-96.6% |