SCERA at a Glance

All data as of December 31, 2016

Membership

  • Actives: 4,112 (General 3,411; Safety 701)
  • Deferred/Transferred: 1,112 (General 915; Safety 197)
  • Retired: 4,812 (General 3,972; Safety 840)

Participating employer's member count

  • County of Sonoma (3,621)
  • Superior Court- State of California (188)
  • Sonoma County Water Agency (219)
  • Sonoma County Community Development Commission (41)
  • Valley of the Moon Fire Protection District (40)
  • Sonoma County Transportation Authority (12)

Assets

$2.4 Billion
Policy Asset Allocation:

  • Equities 57% (US 30%, Non-US 17%, Global 10%)
  • Fixed Income 20%
  • Real Estate 15%
  • Global Asset Allocation 8%

Investment Earnings 20-year Annualized Return

6.6% (net of fees)

Retirement benefits paid/Average years of service

 All Retirees - Average 17.09 Years of service

  • Benefit:
    • $2,933/month
    • $35,201/year

2016 Retirees - Average 16.42 Years of service

  • Benefit:
    • $3,687/month
    • $44,239/year

Distribution of benefits paid

  • Less than $10,000/year: 16.10%
  • $10,000 to $19,999/year: 22.00%
  • $20,000 to $49,999/year: 40.91%
  • $50,000 to $99,999/year: 17.75%
  • Over $100,000/year: 3.25%

Retirement contributions as percentage of salary for fiscal year 2017/2018

These rates are for County of Sonoma only. Rates for other employers vary somewhat.

Plan A (Legacy Plan)

Employee average rate:

  • General 11.93%
  • Safety 12.07%
    In addition, employees contribute 7.65% to Social Security

Employer:

  • General 18.95%
  • Safety 26.90%
    In addition, the employer contributes 7.65% to Social Security

Plan B (PEPRA Plan)

Employee:

  • General 10.43%
  • Safety 14.36%
    In addition, employees contribute 7.65% to Social Security

Employer:

  • General 13.84%
  • Safety 19.89%
    In addition, the employer contributes 7.65% to Social Security

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