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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 | $23,275 |
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 | $29,971 | $79,089-62.1% | $100,392-70.1% | $74,459-59.7% |
| Participation rate | 83.7% | 79.4%+4.3pp | 81.5%+2.2pp | 67.2%+16.5pp |
| Annual return | 36.26% | 20.61%+15.6pp | 49.45%-13.2pp | 1369.70%-1333.4pp |
| Employer contribution / active EE | $3,083 | $3,015+2.2% | $3,941-21.8% | $2,626+17.4% |
| Participant deferral / active EE | $11,858 | $7,747+53.1% | $8,090+46.6% | $4,350+172.6% |
| Admin fee / account holder | $108 | $1,336-91.9% | $7,904-98.6% | $1,945-94.4% |