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| Provider | Service type | Compensation |
|---|---|---|
PRIMARK BENEFITS5 years Service code 13 · EIN 94-2320862 875 MAHLER RD. STE. 105 · BURLINGAME, CA 94010 | Contract Administrator | $25,706 |
SUMMIT WEALTH & RETIREMENT5 years Service code 51 · EIN 68-0291762 1990 N. CALIFORNIA BLVD., SUITE 930 · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $11,250 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,107 | $99,957-20.9% | $149,745-47.2% | $73,497+7.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 17.40% | 53.87%-36.5pp | 276.72%-259.3pp | 28.51%-11.1pp |
| Employer contribution / active EE | $5,688 | $3,191+78.2% | $4,646+22.4% | $2,270+150.5% |
| Participant deferral / active EE | $7,048 | $6,073+16.1% | $6,843+3.0% | $3,740+88.5% |
| Admin fee / account holder | $172 | $551-68.8% | $9,312-98.2% | $513-66.5% |