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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANSISCO, CA 94101 | Contract Administrator | $12,111 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,726 | $61,391-71.1% | $149,723-88.2% | $71,529-75.2% |
| Participation rate | 42.9% | 62.5%-19.6pp | 78.8%-35.8pp | 67.9%-25.0pp |
| Annual return | 19.46% | 35.88%-16.4pp | 134.50%-115.0pp | 28.97%-9.5pp |
| Employer contribution / active EE | $637 | $2,384-73.3% | $4,821-86.8% | $2,590-75.4% |
| Participant deferral / active EE | $1,659 | $2,921-43.2% | $5,682-70.8% | $4,291-61.3% |
| Admin fee / account holder | $73 | $1,264-94.2% | $13,215-99.4% | $1,588-95.4% |