Filed April 30, 2008 (most recent of 2 filings on file)
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 BENEFITS1+ years Service code 13 · EIN 94-2320862 875 MAHLER ROAD, SUITE 105 · BURLINGAME, CA 94010 | Contract Administrator | $35,432 |
LPL FINANCIAL1+ years Service code 27 · EIN 95-2834236 875 MAHLER ROAD · BURLINGAME, CA 94010 | Advisory (Plan) | $6,963 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT,INC. Service code 13 · EIN 27-2037969 35 IRON POINT CIRCLE, SUITE 100 · FOLSOM, CA 95630 | Contract Administrator | $6,588 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,197 | $45,152+17.8% | $73,836-28.0% | $59,633-10.8% |
| Participation rate | 79.2% | 64.0%+15.1pp | 73.4%+5.7pp | 68.7%+10.5pp |
| Annual return | -32.84% | 27.40%-60.2pp | 2268.06%-2300.9pp | 2041.45%-2074.3pp |
| Employer contribution / active EE | $2,975 | $1,901+56.5% | $2,787+6.7% | $2,203+35.1% |
| Participant deferral / active EE | $8,257 | $2,573+220.9% | $3,583+130.4% | $3,192+158.7% |
| Admin fee / account holder | $378 | $3,515-89.2% | $4,882-92.2% | $4,297-91.2% |