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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 | $7,689 |
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 | $7,961 | $55,446-85.6% | $155,574-94.9% | $74,429-89.3% |
| Participation rate | 70.7% | 61.9%+8.7pp | 78.2%-7.6pp | 67.2%+3.4pp |
| Annual return | 14.59% | 269.20%-254.6pp | 64.87%-50.3pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $1,427 | $2,266-37.0% | $4,676-69.5% | $2,625-45.7% |
| Participant deferral / active EE | $2,455 | $2,836-13.4% | $5,629-56.4% | $4,348-43.5% |
| Admin fee / account holder | $34 | $1,743-98.0% | $15,914-99.8% | $1,944-98.2% |