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| Provider | Service type | Compensation |
|---|---|---|
GENOVESE BURFORD & BROTHERS4+ years Filed as: GENOVESE BURFORD AND BROTHERS LLC Service code 27 · EIN 45-5146130 1515 RESPONSE ROAD · SACRAMENTO, CA 958154805 | Advisory (Plan) | $33,458 |
Service code 13 · EIN 94-0453910 3695 BLECKLEY STREET · MATHER, CA 956554133 | Contract Administrator | $27,879 |
BENEFIT RESOURCES, INC.4+ years Service code 13 · EIN 68-0198481 1545 RIVER PARK DRIVE, SUITE 325 · SACRAMENTO, CA 95815 | Contract Administrator | $22,143 |
GILBERT ASSOCIATES4+ years Service code 10 · EIN 68-0037990 2880 GATEWAY OAKS DRIVE, SUITE 100 · SACRAMENTO, CA 95833 | Accounting | $14,444 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $11,487 | $66,601-82.8% | $92,909-87.6% | $67,579-83.0% |
| Participation rate | 91.0% | 72.5%+18.5pp | 76.0%+15.0pp | 71.3%+19.7pp |
| Annual return | 0.19% | 92.58%-92.4pp | 109.44%-109.2pp | 378.56%-378.4pp |
| Employer contribution / active EE | $4,659 | $2,775+67.9% | $3,653+27.5% | $2,148+116.9% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $184 | $199-7.5% | $5,795-96.8% | $142+29.3% |