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| Provider | Service type | Compensation |
|---|---|---|
PRIMARK BENEFITS9 years Service code 13 · EIN 94-2320862 1810 GATEWAY DRIVE, SUITE 230 · SAN MATEO, CA 94404 | Contract Administrator | $91,627 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 51 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Investment Mgmt Fees | $14,999 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 211 MAIN ST · SAN FRANCISCO, CA 94105 | Bank Trustee | $7,688 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,863 | $106,230-34.2% | $147,080-52.5% | $77,736-10.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 18.37% | 56.91%-38.5pp | 420.17%-401.8pp | 31.26%-12.9pp |
| Employer contribution / active EE | $6,495 | $4,072+59.5% | $4,933+31.7% | $2,728+138.1% |
| Participant deferral / active EE | $8,719 | $8,001+9.0% | $8,066+8.1% | $4,651+87.5% |
| Admin fee / account holder | $172 | $338-49.0% | $12,989-98.7% | $433-60.2% |