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| Provider | Service type | Compensation |
|---|---|---|
PERKINS & CO3 years Service code 10 · EIN 93-0928924 1211 SW FIFTH AVE · PORTLAND, OR 97204 | Accounting | $11,591 |
Service code 15 · EIN 82-1818132 100 N. BARRANCA ST. SUITE 870 · WEST COVINA, CA 91791 | Recordkeeping | $10,009 |
Filed as: JOHN E. JOHNSON, LLC Service code 34 · EIN 52-2328591 106 S. ORANGE AVENUE · LODI, CA 95240 | Valuation (appraisals, etc.) | $7,500 |
Service code 64 · EIN 13-4238973 154 HANSEN RD. SUITE 102 · CHARLOTTESVILLE, CA 22911 | Recordkeeping Fees | $6,691 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,046 | $77,670+93.2% | $109,163+37.5% | $79,393+89.0% |
| Participation rate | 98.7% | 67.8%+30.9pp | 75.9%+22.8pp | 70.7%+28.0pp |
| Annual return | 22.66% | 23.44%-0.8pp | 25.75%-3.1pp | 116.87%-94.2pp |
| Employer contribution / active EE | $14,958 | $2,798+434.5% | $3,723+301.8% | $2,428+516.1% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $187 | $732-74.4% | $6,754-97.2% | $627-70.1% |