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| Provider | Service type | Compensation |
|---|---|---|
GENOVESE BURFORD & BROTHERS1+ years Filed as: GENOVESE BURFORD AND BROTHERS LLC Service code 27 · EIN 45-5146130 1515 RESPONSE ROAD · SACRAMENTO, CA 958154805 | Advisory (Plan) | $28,890 |
Service code 13 · EIN 94-0453910 3695 BLECKLEY STREET · MATHER, CA 956554133 | Contract Administrator | $25,996 |
BENEFIT RESOURCES, INC.1+ years Service code 13 · EIN 68-0198481 1545 RIVER PARK DRIVE, SUITE 325 · SACRAMENTO, CA 95815 | Contract Administrator | $24,298 |
GILBERT ASSOCIATES1+ years Service code 10 · EIN 68-0037990 2880 GATEWAY OAKS DRIVE, SUITE 100 · SACRAMENTO, CA 95833 | Accounting | $13,800 |
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 | $13,352 | $57,921-76.9% | $84,753-84.2% | $57,658-76.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 3.75% | 10.24%-6.5pp | 22.78%-19.0pp | 5.13%-1.4pp |
| Employer contribution / active EE | $3,860 | $2,598+48.5% | $3,574+8.0% | $1,974+95.6% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $249 | $130+91.6% | $5,333-95.3% | $95+162.9% |