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| Provider | Service type | Compensation |
|---|---|---|
PRIMARK BENEFITS1 year Filed as: PRIMARK BENEFIT Service code 10 · EIN 94-2326862 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Accounting | $64,564 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $60,627 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 82-3967259 | Securities Custodian | $10,483 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $390 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,211 | $89,123+11.3% | $102,460-3.2% | $77,762+27.6% |
| Participation rate | 51.1% | 80.9%-29.8pp | 76.5%-25.4pp | 70.6%-19.5pp |
| Annual return | 13.35% | 25.05%-11.7pp | 29.47%-16.1pp | 31.27%-17.9pp |
| Employer contribution / active EE | $267 | $2,700-90.1% | $3,025-91.2% | $2,728-90.2% |
| Participant deferral / active EE | $4,449 | $5,148-13.6% | $5,056-12.0% | $4,651-4.3% |
| Admin fee / account holder | $581 | $236+146.2% | $9,460-93.9% | $433+34.1% |