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| Provider | Service type | Compensation |
|---|---|---|
PRIMARK BENEFITS2+ years Service code 10 · EIN 94-2320862 | Accounting | $23,137 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 | Investment Management | $9,529 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TTRUST CO Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $3,862 |
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 | $19,629 | $46,173-57.5% | $170,435-88.5% | $69,631-71.8% |
| Participation rate | 51.1% | 63.9%-12.8pp | 83.6%-32.5pp | 70.7%-19.5pp |
| Annual return | 17.40% | 21.62%-4.2pp | 205.94%-188.5pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $569 | $1,610-64.7% | $5,432-89.5% | $2,032-72.0% |
| Participant deferral / active EE | $1,531 | $2,080-26.4% | $4,939-69.0% | $3,224-52.5% |
| Admin fee / account holder | $101 | $116-12.7% | $13,881-99.3% | $110-8.4% |