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| Provider | Service type | Compensation |
|---|---|---|
PRIMARK BENEFITS4+ years Service code 10 · EIN 94-2320862 | Accounting | $30,735 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 | Investment Management | $14,079 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TTRUST CO Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $3,536 |
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 | $29,753 | $62,928-52.7% | $172,752-82.8% | $67,579-56.0% |
| Participation rate | 56.0% | 64.5%-8.5pp | 82.6%-26.7pp | 71.3%-15.3pp |
| Annual return | 20.72% | 30.36%-9.6pp | 802.97%-782.2pp | 378.56%-357.8pp |
| Employer contribution / active EE | $716 | $1,636-56.3% | $5,144-86.1% | $2,148-66.7% |
| Participant deferral / active EE | $1,696 | $2,145-20.9% | $5,198-67.4% | $3,539-52.1% |
| Admin fee / account holder | $184 | $167+10.3% | $13,955-98.7% | $142+29.2% |