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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN E. JOHNSON, LLC Service code 34 · EIN 52-2328591 106 S. ORANGE AVENUE · LODI, CA 95240 | Valuation (appraisals, etc.) | $8,000 |
PERKINS & CO4 years Service code 10 · EIN 93-0928924 1211 SW FIFTH AVE · PORTLAND, OR 97204 | Accounting | $7,797 |
Service code 64 · EIN 13-4238973 154 HANSEN RD. SUITE 102 · CHARLOTTESVILLE, CA 22911 | Recordkeeping Fees | $3,366 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,225 | $64,176+116.9% | $112,249+24.0% | $66,938+108.0% |
| Participation rate | 96.3% | 68.4%+27.8pp | 75.1%+21.2pp | 69.8%+26.5pp |
| Annual return | -17.92% | -13.80%-4.1pp | 27.48%-45.4pp | 1.58%-19.5pp |
| Employer contribution / active EE | $17,525 | $3,007+482.8% | $3,636+382.0% | $2,545+588.5% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $104 | $626-83.4% | $6,412-98.4% | $594-82.5% |