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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 | $5,214 |
Participant 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 | $2,466 | $51,166-95.2% | $70,544-96.5% | $71,511-96.6% |
| Participation rate | 92.8% | 59.4%+33.5pp | 68.4%+24.5pp | 67.9%+24.9pp |
| Annual return | 17.52% | 42.71%-25.2pp | 32.79%-15.3pp | 28.86%-11.3pp |
| Employer contribution / active EE | $988 | $1,793-44.9% | $2,976-66.8% | $2,589-61.8% |
| Participant deferral / active EE | $572 | $3,031-81.1% | $4,568-87.5% | $4,291-86.7% |
| Admin fee / account holder | $9 | $2,000-99.5% | $6,427-99.9% | $1,588-99.4% |