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| Provider | Service type | Compensation |
|---|---|---|
PRIMARK BENEFITS4 years Service code 13 · EIN 94-2320862 875 MAHLER RD. STE. 105 · BURLINGAME, CA 94010 | Contract Administrator | $29,998 |
SUMMIT WEALTH & RETIREMENT4 years Service code 51 · EIN 68-0291762 1990 N. CALIFORNIA BLVD., SUITE 930 · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $15,000 |
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 | $69,347 | $89,652-22.6% | $141,197-50.9% | $65,186+6.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 22.61% | 32.79%-10.2pp | 71.41%-48.8pp | 29.39%-6.8pp |
| Employer contribution / active EE | $5,545 | $3,065+80.9% | $4,736+17.1% | $2,177+154.7% |
| Participant deferral / active EE | $6,523 | $5,691+14.6% | $6,710-2.8% | $3,514+85.6% |
| Admin fee / account holder | $225 | $569-60.4% | $10,265-97.8% | $847-73.5% |