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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) | $59,942 |
Service code 13 · EIN 94-0453910 3695 BLECKLEY STREET · MATHER, CA 956554133 | Contract Administrator | $33,434 |
BENEFIT RESOURCES, INC.7+ years Service code 13 · EIN 68-0198481 1545 RIVER PARK DRIVE, SUITE 325 · SACRAMENTO, CA 95815 | Contract Administrator | $28,588 |
GILBERT ASSOCIATES7+ years Service code 10 · EIN 68-0037990 2880 GATEWAY OAKS DRIVE, SUITE 100 · SACRAMENTO, CA 95833 | Accounting | $15,195 |
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 | $12,847 | $106,236-87.9% | $112,249-88.6% | $64,819-80.2% |
| Participation rate | 93.0% | 71.7%+21.4pp | 75.1%+18.0pp | 71.5%+21.6pp |
| Annual return | -13.54% | -6.02%-7.5pp | 27.48%-41.0pp | 32.84%-46.4pp |
| Employer contribution / active EE | $5,516 | $3,166+74.2% | $3,636+51.7% | $2,507+120.0% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $193 | $452-57.3% | $6,412-97.0% | $188+2.7% |