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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 | $5,624 |
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 | $1,737 | $29,525-94.1% | $56,033-96.9% | $77,736-97.8% |
| Participation rate | 66.9% | 32.7%+34.3pp | 52.5%+14.4pp | 70.6%-3.6pp |
| Annual return | 15.26% | 18.90%-3.6pp | 1711.38%-1696.1pp | 31.26%-16.0pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,424 | $1,062+34.1% | $1,954-27.1% | $4,651-69.4% |
| Admin fee / account holder | $8 | $1,040-99.2% | $2,827-99.7% | $433-98.1% |