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| Provider | Service type | Compensation |
|---|---|---|
PRIMARK BENEFITS2 years Service code 13 · EIN 94-2320862 875 MAHLER RD. STE. 105 · BURLINGAME, CA 94010 | Contract Administrator | $25,727 |
SUMMIT WEALTH & RETIREMENT2 years Service code 51 · EIN 68-0291762 1990 N. CALIFORNIA BLVD., SUITE 930 · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $11,250 |
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 | $75,537 | $80,753-6.5% | $136,298-44.6% | $62,293+21.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.17% | 35.83%-17.7pp | 5156.27%-5138.1pp | 28.90%-10.7pp |
| Employer contribution / active EE | $5,994 | $2,884+107.9% | $4,696+27.6% | $2,042+193.5% |
| Participant deferral / active EE | $6,471 | $5,164+25.3% | $6,247+3.6% | $3,169+104.2% |
| Admin fee / account holder | $260 | $525-50.5% | $9,244-97.2% | $479-45.7% |