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| Provider | Service type | Compensation |
|---|---|---|
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 | Actuarial | $136,769 |
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Filed as: SYSTEMATIC Service code 52 · EIN 22-3367558 | Indirect Investment Fees | $84,997 |
CHRIS MCDANIEL2+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $64,189 |
Service code 28 · EIN 91-1042342 | Investment Management | $55,572 |
Service code 28 · EIN 75-2403190 | Investment Management | $52,372 |
US BANK2+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $50,570 |
BELINDA HIBBARD2+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $48,550 |
BRAD BERNEL2+ years Filed as: BRAD BERNAL Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $47,007 |
ALISA MUELLER2+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $46,729 |
CONNIE HIBBARD2+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $46,577 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 12.38% | 11.78%+0.6pp | 8.32%+4.1pp | 23.90%-11.5pp |
| Employer contribution / active EE | $12,550 | $11,309+11.0% | $30,793-59.2% | $16,539-24.1% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |