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| Provider | Service type | Compensation |
|---|---|---|
PRIMARK BENEFITS3+ years Service code 10 · EIN 94-2320862 | Accounting | $58,564 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 | Investment Management | $17,090 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TTRUST CO Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $4,446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $24,159 | $37,196-35.0% | $154,108-84.3% | $55,725-56.6% |
| Participation rate | 47.1% | 64.1%-17.0pp | 83.0%-35.9pp | 70.9%-23.7pp |
| Annual return | -5.63% | 1319.68%-1325.3pp | 735.21%-740.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $615 | $1,614-61.9% | $5,298-88.4% | $2,078-70.4% |
| Participant deferral / active EE | $1,704 | $2,068-17.6% | $5,081-66.5% | $3,356-49.2% |
| Admin fee / account holder | $317 | $102+211.8% | $13,411-97.6% | $115+175.0% |