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 BENEFITS2+ years Service code 10 · EIN 94-2320862 875 MAHLER RD. STE. 105 · BURLINGAME, CA 94010 | Accounting | $50,685 |
FINANCIAL TELESIS2+ years Service code 59 · EIN 94-5602862 4340 REDWOOD HIGHWAY STE. A23 · SAN RAFAEL, CA 94903 | Shareholder Servicing | $15,287 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 18 · EIN 94-1737782 12401 RESEARCH BLVD., BLDG 2 · AUSTIN, TX 78759 | Custodial (other than securities); Se... | $7,781 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,544 | $36,916+61.3% | $156,551-62.0% | $57,658+3.3% |
| Participation rate | 34.7% | 63.4%-28.7pp | 84.0%-49.3pp | 70.2%-35.5pp |
| Annual return | 9.19% | 12.38%-3.2pp | 32.23%-23.0pp | 5.13%+4.1pp |
| Employer contribution / active EE | $1,527 | $1,571-2.8% | $5,501-72.2% | $1,974-22.6% |
| Participant deferral / active EE | $1,880 | $1,926-2.4% | $4,871-61.4% | $3,061-38.6% |
| Admin fee / account holder | $245 | $82+197.3% | $13,028-98.1% | $95+159.4% |