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| Provider | Service type | Compensation |
|---|---|---|
PLAN DESIGN CONSULTANTS, INC.2+ years Service code 15 1810 GATEWAY DRIVE · SAN MATEO, CA 94404 | Recordkeeping | $1,631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,342 | $50,898-52.2% | $171,082-85.8% | $55,167-55.9% |
| Participation rate | 59.4% | 63.3%-3.8pp | 76.7%-17.2pp | 69.0%-9.5pp |
| Annual return | 7.30% | 15.34%-8.0pp | 32.56%-25.3pp | 169.23%-161.9pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,335 | $2,994-55.4% | $4,797-72.2% | $3,054-56.3% |
| Admin fee / account holder | $21 | $500-95.9% | $8,520-99.8% | $504-95.9% |