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| Provider | Service type | Compensation |
|---|---|---|
GENOVESE BURFORD & BROTHERS2+ years Filed as: GENOVESE BURFORD AND BROTHERS LLC Service code 27 · EIN 45-5146130 1515 RESPONSE ROAD · SACRAMENTO, CA 958154805 | Advisory (Plan) | $30,124 |
BENEFIT RESOURCES, INC.2+ years Service code 13 · EIN 68-0198481 1545 RIVER PARK DRIVE, SUITE 325 · SACRAMENTO, CA 95815 | Contract Administrator | $19,754 |
Service code 13 · EIN 94-0453910 3695 BLECKLEY STREET · MATHER, CA 956554133 | Contract Administrator | $18,513 |
GILBERT ASSOCIATES2+ 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 | $11,856 | $60,545-80.4% | $92,240-87.1% | $69,631-83.0% |
| Participation rate | 84.5% | 72.2%+12.3pp | 76.5%+8.0pp | 70.7%+13.8pp |
| Annual return | 8.48% | 19.71%-11.2pp | 176.29%-167.8pp | 27571.02%-27562.5pp |
| Employer contribution / active EE | $3,398 | $2,633+29.0% | $3,680-7.7% | $2,032+67.2% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $193 | $145+33.2% | $5,194-96.3% | $110+74.5% |