Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $8,072 |
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 | $8,711 | $50,902-82.9% | $155,534-94.4% | $77,736-88.8% |
| Participation rate | 37.4% | 63.1%-25.7pp | 78.2%-40.8pp | 70.6%-33.2pp |
| Annual return | 15.97% | 34.85%-18.9pp | 64.92%-48.9pp | 31.26%-15.3pp |
| Employer contribution / active EE | $473 | $1,991-76.2% | $4,675-89.9% | $2,728-82.7% |
| Participant deferral / active EE | $1,046 | $2,824-63.0% | $5,630-81.4% | $4,651-77.5% |
| Admin fee / account holder | $47 | $437-89.3% | $15,900-99.7% | $433-89.2% |