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| Provider | Service type | Compensation |
|---|---|---|
PRIMARK BENEFITS8 years Service code 13 · EIN 94-2320862 1810 GATEWAY DRIVE, SUITE 230 · SAN MATEO, CA 94404 | Contract Administrator | $69,758 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 211 MAIN ST · SAN FRANCISCO, CA 94105 | Bank Trustee | $6,076 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 51 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Investment Mgmt Fees | $5,480 |
SUMMIT WEALTH & RETIREMENT8 years Service code 51 · EIN 68-0291762 1990 N. CALIFORNIA BLVD., SUITE 930 · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $3,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,475 | $95,438-36.6% | $135,982-55.5% | $74,473-18.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 22.09% | 32.61%-10.5pp | 68.32%-46.2pp | 34.36%-12.3pp |
| Employer contribution / active EE | $5,922 | $3,878+52.7% | $4,859+21.9% | $2,638+124.5% |
| Participant deferral / active EE | $7,727 | $7,790-0.8% | $7,760-0.4% | $4,530+70.6% |
| Admin fee / account holder | $147 | $259-43.0% | $10,767-98.6% | $347-57.5% |