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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC CAPTRUST Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $54,693 |
BENEFIT RESOURCES, INC.8+ years Service code 13 · EIN 68-0198481 1545 RIVER PARK DRIVE, SUITE 325 · SACRAMENTO, CA 95815 | Contract Administrator | $34,812 |
Service code 13 · EIN 94-0453910 3695 BLECKLEY STREET · MATHER, CA 956554133 | Contract Administrator | $28,827 |
GILBERT ASSOCIATES8+ years Service code 10 · EIN 68-0037990 2880 GATEWAY OAKS DRIVE, SUITE 100 · SACRAMENTO, CA 95833 | Accounting | $17,177 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,131 | $92,971-83.7% | $96,683-84.3% | $74,419-79.7% |
| Participation rate | 93.2% | 71.5%+21.6pp | 74.3%+18.8pp | 70.7%+22.5pp |
| Annual return | 3.97% | 37.49%-33.5pp | 35.69%-31.7pp | 34.38%-30.4pp |
| Employer contribution / active EE | $5,856 | $3,426+70.9% | $3,737+56.7% | $2,637+122.0% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $177 | $633-72.0% | $6,730-97.4% | $348-49.0% |