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| Provider | Service type | Compensation |
|---|---|---|
PRIMARK BENEFITS1 year Filed as: PRIMARK BENEFITS8 Service code 15 · EIN 94-2326862 875 MAHLER ROAD, SUITE 105 · BURLINGAME, CA 94010 | Recordkeeping | $5,703 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,695 | $99,957-33.3% | $149,745-55.5% | $73,497-9.3% |
| Participation rate | 52.6% | 75.7%-23.1pp | 82.5%-29.9pp | 70.7%-18.1pp |
| Annual return | 26.85% | 53.87%-27.0pp | 276.72%-249.9pp | 28.51%-1.7pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,694 | $6,073+59.6% | $6,843+41.7% | $3,740+159.2% |
| Admin fee / account holder | $53 | $551-90.3% | $9,312-99.4% | $513-89.6% |