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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 | $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 | $101,539-75.7% | $147,041-83.2% | $74,400-66.8% |
| Participation rate | 66.9% | 75.5%-8.7pp | 82.2%-15.3pp | 67.2%-0.3pp |
| Annual return | 19.23% | 8740.84%-8721.6pp | 419.21%-400.0pp | 1367.51%-1348.3pp |
| Employer contribution / active EE | $2,566 | $3,811-32.7% | $4,935-48.0% | $2,624-2.2% |
| Participant deferral / active EE | $8,758 | $7,304+19.9% | $8,071+8.5% | $4,348+101.4% |
| Admin fee / account holder | $93 | $1,749-94.7% | $13,006-99.3% | $1,944-95.2% |