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 FRANCISCO, CA 94101 | Contract Administrator | $16,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $24,717 | $101,672-75.7% | $147,117-83.2% | $74,478-66.8% |
| Participation rate | 66.9% | 75.5%-8.7pp | 82.2%-15.3pp | 67.2%-0.4pp |
| Annual return | 19.23% | 8757.83%-8738.6pp | 420.54%-401.3pp | 1370.56%-1351.3pp |
| Employer contribution / active EE | $2,566 | $3,813-32.7% | $4,932-48.0% | $2,626-2.3% |
| Participant deferral / active EE | $8,758 | $7,305+19.9% | $8,065+8.6% | $4,350+101.3% |
| Admin fee / account holder | $93 | $1,753-94.7% | $12,993-99.3% | $1,946-95.2% |