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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 | $6,731 |
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 | $14,144 | $87,132-83.8% | $105,624-86.6% | $80,959-82.5% |
| Participation rate | 93.5% | 70.4%+23.1pp | 75.3%+18.2pp | 67.7%+25.8pp |
| Annual return | 12.17% | 17.03%-4.9pp | 116.20%-104.0pp | 35.67%-23.5pp |
| Employer contribution / active EE | $2,002 | $2,397-16.5% | $3,168-36.8% | $2,757-27.4% |
| Participant deferral / active EE | $2,546 | $3,985-36.1% | $5,013-49.2% | $4,300-40.8% |
| Admin fee / account holder | $86 | $8,449-99.0% | $10,961-99.2% | $6,925-98.8% |