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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILICON VALLEY ACCOUTANCY CORP Service code 10 · EIN 77-0573994 | Accounting | $6,895 |
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).
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 | $13,728 | $55,002-75.0% | $59,883-77.1% | $56,287-75.6% |
| Participation rate | 24.5% | 75.9%-51.4pp | 74.7%-50.2pp | 69.9%-45.4pp |
| Annual return | -3.92% | 1.13%-5.1pp | 3.46%-7.4pp | -9.96%+6.0pp |
| Employer contribution / active EE | $684 | $2,448-72.1% | $2,722-74.9% | $2,111-67.6% |
| Participant deferral / active EE | $1,148 | $3,121-63.2% | $3,402-66.3% | $3,350-65.7% |
| Admin fee / account holder | $234 | $236-0.9% | $3,591-93.5% | $521-55.2% |