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| Provider | Service type | Compensation |
|---|---|---|
PRIMARK BENEFITS7 years Service code 13 · EIN 94-2320862 1810 GATEWAY DRIVE, SUITE 230 · SAN MATEO, CA 94404 | Contract Administrator | $46,943 |
SUMMIT WEALTH & RETIREMENT7 years Service code 51 · EIN 68-0291762 1990 N. CALIFORNIA BLVD., SUITE 930 · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $15,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,683 | $82,188-35.9% | $125,391-58.0% | $64,824-18.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -14.03% | 3.50%-17.5pp | 572.41%-586.4pp | 32.84%-46.9pp |
| Employer contribution / active EE | $4,965 | $3,617+37.2% | $4,816+3.1% | $2,507+98.0% |
| Participant deferral / active EE | $6,495 | $7,177-9.5% | $7,448-12.8% | $4,311+50.7% |
| Admin fee / account holder | $146 | $163-10.6% | $10,009-98.5% | $188-22.3% |