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| Provider | Service type | Compensation |
|---|---|---|
PRIMARK BENEFITS1 year Service code 13 · EIN 94-2320862 875 MAHLER RD. STE. 105 · BURLINGAME, CA 94010 | Contract Administrator | $33,302 |
Service code 51 · EIN 68-0291762 1990 N. CALIFORNIA BLVD., SUITE 930 · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $15,000 |
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 | $77,949 | $76,551+1.8% | $123,894-37.1% | $62,881+24.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.92% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $5,892 | $2,882+104.4% | $4,617+27.6% | $2,281+158.3% |
| Participant deferral / active EE | $6,779 | $4,840+40.1% | $5,984+13.3% | $3,203+111.6% |
| Admin fee / account holder | $383 | $4,826-92.1% | $8,357-95.4% | $4,296-91.1% |