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| Provider | Service type | Compensation |
|---|---|---|
PRIMARK BENEFITS6 years Service code 13 · EIN 94-2320862 1810 GATEWAY DRIVE, SUITE 230 · SAN MATEO, CA 94404 | Contract Administrator | $46,608 |
SUMMIT WEALTH & RETIREMENT6 years Service code 51 · EIN 68-0291762 1990 N. CALIFORNIA BLVD., SUITE 930 · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $14,999 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,572 | $104,497-22.9% | $159,487-49.5% | $79,389+1.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 17.89% | 67.98%-50.1pp | 263.71%-245.8pp | 116.89%-99.0pp |
| Employer contribution / active EE | $5,557 | $3,418+62.6% | $4,831+15.0% | $2,428+128.9% |
| Participant deferral / active EE | $7,568 | $6,468+17.0% | $7,354+2.9% | $4,046+87.1% |
| Admin fee / account holder | $224 | $711-68.5% | $10,804-97.9% | $626-64.3% |