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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSETMARK Service code 21 1655 GRANT ST · CONCORD, CA 94520 | Bank Trustee | $727,768 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $53,690-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -10.99% | -11.26%+0.3pp | -4.80%-6.2pp | 2.77%-13.8pp |
| Employer contribution / active EE | $3,634 | $17,131-78.8% | $30,897-88.2% | $15,262-76.2% |
| Participant deferral / active EE | $0 | $17-100.0% | $64-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $40,849-100.0% | $1,015-100.0% |