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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC CAPTRUST Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $76,487 |
BENEFIT RESOURCES, INC.10+ years Service code 13 · EIN 68-0198481 1545 RIVER PARK DRIVE, SUITE 325 · SACRAMENTO, CA 95815 | Contract Administrator | $34,235 |
WESTERN ELECTRICAL CONTRACTORS ASSO10+ years Service code 13 · EIN 94-0453910 3695 BLECKLEY STREET · MATHER, CA 956554133 | Contract Administrator | $26,973 |
GILBERT ASSOCIATES10+ years Service code 10 · EIN 68-0037990 2880 GATEWAY OAKS DRIVE, SUITE 100 · SACRAMENTO, CA 95833 | Accounting | $18,057 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,717 | $92,224-79.7% | $105,223-82.2% | $79,634-76.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 8.36% | 88.65%-80.3pp | 180.65%-172.3pp | 36.46%-28.1pp |
| Employer contribution / active EE | $7,377 | $3,965+86.1% | $3,689+100.0% | $2,529+191.7% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $168 | $1,121-85.0% | $8,859-98.1% | $1,002-83.3% |