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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | Investment management; Custodial (oth... | $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 | $50,902+45.3% | $155,534-52.5% | $77,736-4.9% |
| Participation rate | 52.7% | 63.1%-10.4pp | 78.2%-25.5pp | 70.6%-17.9pp |
| Annual return | 13.27% | 34.85%-21.6pp | 64.92%-51.6pp | 31.26%-18.0pp |
| Employer contribution / active EE | $2,334 | $1,991+17.2% | $4,675-50.1% | $2,728-14.4% |
| Participant deferral / active EE | $2,835 | $2,824+0.4% | $5,630-49.7% | $4,651-39.0% |
| Admin fee / account holder | $244 | $437-44.2% | $15,900-98.5% | $433-43.7% |