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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN E. JOHNSON, LLC Service code 34 · EIN 52-2328596 106 S. ORANGE AVENUE · LODI, CA 95240 | Valuation (appraisals, etc.) | $7,000 |
PERKINS & CO1 year Service code 10 · EIN 93-0928924 1211 SW FIFTH AVE · PORTLAND, OR 97204 | Accounting | $5,343 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,630 | $63,114+48.3% | $92,909+0.8% | $65,185+43.6% |
| Participation rate | 99.2% | 68.8%+30.5pp | 76.0%+23.2pp | 70.2%+29.0pp |
| Annual return | 63.24% | 28.75%+34.5pp | 109.44%-46.2pp | 29.38%+33.9pp |
| Employer contribution / active EE | $6,912 | $2,571+168.9% | $3,653+89.2% | $2,177+217.5% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $88 | $624-86.0% | $5,795-98.5% | $847-89.7% |