Filed October 25, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PRIMARK BENEFITS10+ years Service code 10 · EIN 94-2320862 1810 GATEWAY DRIVE SUITE 230 · SAN MATEO, CA 94404 | Accounting | $70,566 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 59 · EIN 47-1411118 4340 REDWOOD HIGHWAY STE. B60 · SAN RAFAEL, CA 94903 | Shareholder Servicing | $30,693 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB Service code 18 · EIN 94-1737782 12401 RESEARCH BLVD., BLDG 2 · AUSTIN, TX 78759 | Custodial (other than securities); Fl... | $13,809 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,945 | $50,820+45.5% | $155,567-52.5% | $77,671-4.8% |
| Participation rate | 52.7% | 63.1%-10.4pp | 78.2%-25.5pp | 70.6%-17.8pp |
| Annual return | 13.27% | 34.85%-21.6pp | 64.74%-51.5pp | 31.21%-17.9pp |
| Employer contribution / active EE | $2,334 | $1,993+17.2% | $4,674-50.1% | $2,726-14.4% |
| Participant deferral / active EE | $2,835 | $2,823+0.4% | $5,628-49.6% | $4,648-39.0% |
| Admin fee / account holder | $244 | $436-44.1% | $15,916-98.5% | $430-43.4% |