Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANSISCO, CA 94101 | Contract Administrator | $7,952 |
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 | $8,036 | $69,511-88.4% | $94,664-91.5% | $71,511-88.8% |
| Participation rate | 78.2% | 78.4%-0.2pp | 80.8%-2.6pp | 67.9%+10.2pp |
| Annual return | 28.34% | 29.67%-1.3pp | 156.84%-128.5pp | 28.86%-0.5pp |
| Employer contribution / active EE | $2,054 | $2,853-28.0% | $3,673-44.1% | $2,589-20.7% |
| Participant deferral / active EE | $2,938 | $7,348-60.0% | $7,417-60.4% | $4,291-31.5% |
| Admin fee / account holder | $26 | $1,211-97.9% | $7,222-99.6% | $1,588-98.4% |