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| Provider | Service type | Compensation |
|---|---|---|
PLAN DESIGN CONSULTANTS, INC.1+ years Service code 15 1810 GATEWAY DRIVE · SAN MATEO, CA 94404 | Recordkeeping | $1,617 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,438 | $45,283+20.2% | $155,789-65.1% | $52,331+4.0% |
| Participation rate | 25.8% | 62.2%-36.4pp | 76.1%-50.3pp | 68.1%-42.3pp |
| Annual return | -1.57% | 1.80%-3.4pp | 71.54%-73.1pp | 4.54%-6.1pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,839-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $797 | $2,854-72.1% | $4,798-83.4% | $3,022-73.6% |
| Admin fee / account holder | $27 | $981-97.2% | $7,477-99.6% | $592-95.4% |