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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 | $12,944 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,436 | $58,336-89.0% | $97,260-93.4% | $199,960-96.8% |
| Participation rate | 21.5% | 63.8%-42.3pp | 72.7%-51.2pp | 72.0%-50.5pp |
| Annual return | 14.82% | 32.81%-18.0pp | 75.54%-60.7pp | 34.28%-19.5pp |
| Employer contribution / active EE | $474 | $1,416-66.5% | $2,721-82.6% | $3,036-84.4% |
| Participant deferral / active EE | $543 | $3,240-83.3% | $4,262-87.3% | $5,087-89.3% |
| Admin fee / account holder | $32 | $114-72.3% | $5,640-99.4% | $269-88.3% |