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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 | $10,281 |
Employer 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 | $7,981 | $91,424-91.3% | $135,942-94.1% | $71,495-88.8% |
| Participation rate | 91.2% | 75.7%+15.6pp | 81.9%+9.3pp | 67.9%+23.3pp |
| Annual return | 40.31% | 29.90%+10.4pp | 68.28%-28.0pp | 28.85%+11.5pp |
| Employer contribution / active EE | $3 | $3,704-99.9% | $4,858-99.9% | $2,589-99.9% |
| Participant deferral / active EE | $9,035 | $7,092+27.4% | $7,759+16.4% | $4,291+110.6% |
| Admin fee / account holder | $28 | $1,266-97.8% | $10,764-99.7% | $1,588-98.2% |