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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSETMARK Service code 21 1655 GRANT ST · CONCORD, CA 94520 | Bank Trustee | $727,934 |
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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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 12.56% | 11.94%+0.6pp | 6.70%+5.9pp | 8.76%+3.8pp |
| Employer contribution / active EE | $3,536 | $15,564-77.3% | $25,177-86.0% | $16,650-78.8% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |