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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 | $106,264-69.7% | $147,117-78.1% | $77,762-58.7% |
| Participation rate | 56.0% | 78.4%-22.4pp | 82.2%-26.1pp | 70.6%-14.5pp |
| Annual return | 66.04% | 56.94%+9.1pp | 420.54%-354.5pp | 31.27%+34.8pp |
| Employer contribution / active EE | $1,966 | $4,074-51.7% | $4,932-60.1% | $2,728-27.9% |
| Participant deferral / active EE | $4,537 | $8,003-43.3% | $8,065-43.7% | $4,651-2.4% |
| Admin fee / account holder | $54 | $334-84.0% | $12,993-99.6% | $433-87.6% |