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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 | $27,764 |
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 | $18,311 | $44,714-59.0% | $91,225-79.9% | $66,938-72.6% |
| Participation rate | 84.6% | 65.0%+19.6pp | 73.2%+11.4pp | 69.8%+14.8pp |
| Annual return | 9.21% | -12.25%+21.5pp | 114.12%-104.9pp | 1.58%+7.6pp |
| Employer contribution / active EE | $4,212 | $1,710+146.3% | $2,851+47.7% | $2,545+65.5% |
| Participant deferral / active EE | $10,958 | $3,355+226.6% | $4,233+158.9% | $4,238+158.6% |
| Admin fee / account holder | $109 | $521-79.1% | $5,422-98.0% | $594-81.7% |