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| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.1 year Filed as: DECIMAL, INC. DBA UBIQUITY Service code 64 RETIREMENT SAVINGS · SAN FRANCISCO, CA 94104 | Recordkeeping Fees | $15,022 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
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 | $32,145 | $106,164-69.7% | $147,041-78.1% | $77,692-58.6% |
| Participation rate | 56.0% | 78.4%-22.3pp | 82.2%-26.1pp | 70.6%-14.5pp |
| Annual return | 66.04% | 56.81%+9.2pp | 419.21%-353.2pp | 31.25%+34.8pp |
| Employer contribution / active EE | $1,966 | $4,066-51.7% | $4,935-60.2% | $2,726-27.9% |
| Participant deferral / active EE | $4,537 | $7,993-43.2% | $8,071-43.8% | $4,648-2.4% |
| Admin fee / account holder | $54 | $338-84.1% | $13,006-99.6% | $431-87.5% |