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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 | $11,551 |
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).
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 | $8,881 | $50,902-82.6% | $155,534-94.3% | $77,736-88.6% |
| Participation rate | 32.8% | 63.1%-30.3pp | 78.2%-45.5pp | 70.6%-37.8pp |
| Annual return | 15.13% | 34.85%-19.7pp | 64.92%-49.8pp | 31.26%-16.1pp |
| Employer contribution / active EE | $537 | $1,991-73.0% | $4,675-88.5% | $2,728-80.3% |
| Participant deferral / active EE | $1,615 | $2,824-42.8% | $5,630-71.3% | $4,651-65.3% |
| Admin fee / account holder | $44 | $437-89.9% | $15,900-99.7% | $433-89.9% |