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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSETMARK Service code 21 1655 GRANT ST · CONCORD, CA 94520 | Bank Trustee | $641,281 |
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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 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 10.59% | 20.09%-9.5pp | 15.31%-4.7pp | 37.74%-27.2pp |
| Employer contribution / active EE | $3,577 | $15,382-76.7% | $28,686-87.5% | $15,788-77.3% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |