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| Provider | Service type | Compensation |
|---|---|---|
PRIMARK BENEFITS8+ years Service code 10 · EIN 94-2320862 1810 GATEWAY DRIVE, SUITE230 · SAN MATEO, CA 94404 | Accounting | $39,923 |
GLOBAL RETIREMENT PARTNERS LLC8+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 | Investment Management | $18,859 |
Filed as: CHARLES SCHWAB TRUST CO Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $5,157 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,931 | $47,163+12.2% | $149,696-64.6% | $74,460-28.9% |
| Participation rate | 43.3% | 63.4%-20.1pp | 78.8%-35.5pp | 70.7%-27.5pp |
| Annual return | 17.01% | 22.75%-5.7pp | 134.46%-117.4pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,107 | $1,907-41.9% | $4,821-77.0% | $2,638-58.0% |
| Participant deferral / active EE | $2,106 | $2,730-22.9% | $5,682-62.9% | $4,530-53.5% |
| Admin fee / account holder | $310 | $343-9.5% | $13,212-97.7% | $348-10.8% |