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| Provider | Service type | Compensation |
|---|---|---|
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 | Actuarial | $132,370 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Filed as: SYSTEMATIC Service code 51 · EIN 22-3367558 | Investment Mgmt Fees | $91,579 |
CHRIS MCDANIEL1+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $61,695 |
Service code 28 · EIN 75-2403190 | Investment Management | $56,321 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1042342 | Investment Management | $54,173 |
US BANK1+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $46,731 |
BELINDA HIBBARD1+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $45,824 |
ALISA MUELLER1+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $45,319 |
BRAD BERNEL1+ years Filed as: BRAD BERNAL Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $44,906 |
CONNIE HIBBARD1+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $40,223 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -1.25% | 3.49%-4.7pp | 4.16%-5.4pp | 7.18%-8.4pp |
| Employer contribution / active EE | $11,629 | $11,083+4.9% | $29,966-61.2% | $13,095-11.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |