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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 | $13,372 |
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,981 | $77,460-80.7% | $100,378-85.1% | $80,925-81.5% |
| Participation rate | 88.2% | 76.9%+11.2pp | 81.5%+6.7pp | 67.7%+20.5pp |
| Annual return | 12.29% | 37.24%-25.0pp | 49.41%-37.1pp | 35.65%-23.4pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,099 | $6,818+48.1% | $8,087+24.9% | $4,299+134.9% |
| Admin fee / account holder | $92 | $5,887-98.4% | $7,899-98.8% | $6,940-98.7% |