Filings through .
Filed June 27, 2014
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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PLANNING AND FINANCIAL ADVISORS9+ years Service code 16 · EIN 68-0043954 44 MONTGOMERY STREET, STE. 1610 · SAN FRANCISCO, CA 94104 | Consulting | $190,336 |
PRIMARK BENEFITS9+ years Service code 12 · EIN 94-2320862 875 MAHLER RD. STE. 105 · BURLINGAME, CA 94010 | Participant communication; Claims pro... | $28,538 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.