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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS LLC CAPTRUST Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $66,670 |
BENEFIT RESOURCES, INC.9+ years Service code 13 · EIN 68-0198481 1545 RIVER PARK DRIVE, SUITE 325 · SACRAMENTO, CA 95815 | Contract Administrator | $34,452 |
Service code 13 · EIN 94-0453910 3695 BLECKLEY STREET · MATHER, CA 956554133 | Contract Administrator | $23,871 |
GILBERT ASSOCIATES9+ years Service code 10 · EIN 68-0037990 2880 GATEWAY OAKS DRIVE, SUITE 100 · SACRAMENTO, CA 95833 | Accounting | $17,664 |
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 | $18,100 | $82,979-78.2% | $102,383-82.3% | $77,714-76.7% |
| Participation rate | 95.3% | 71.5%+23.7pp | 74.5%+20.7pp | 70.6%+24.7pp |
| Annual return | 14.10% | 19.11%-5.0pp | 24.94%-10.8pp | 31.26%-17.2pp |
| Employer contribution / active EE | $6,833 | $3,554+92.3% | $3,870+76.5% | $2,727+150.6% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $181 | $639-71.7% | $8,391-97.8% | $433-58.2% |