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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 | $8,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $14,070 | $29,525-52.3% | $56,033-74.9% | $77,736-81.9% |
| Participation rate | 24.9% | 32.7%-7.8pp | 52.5%-27.6pp | 70.6%-45.7pp |
| Annual return | 11.58% | 18.90%-7.3pp | 1711.38%-1699.8pp | 31.26%-19.7pp |
| Employer contribution / active EE | $557 | $569-2.2% | $1,041-46.5% | $2,728-79.6% |
| Participant deferral / active EE | $934 | $1,062-12.1% | $1,954-52.2% | $4,651-79.9% |
| Admin fee / account holder | $73 | $1,040-93.0% | $2,827-97.4% | $433-83.1% |