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| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWEALTH ADVISORY GROUP4+ years Service code 26 · EIN 83-0769376 986 W. ALLUVIAL AVENUE, SUITE 101 · FRESNO, CA 93711 | Advisory (Participants) | $36,502 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 | Recordkeeping | $12,469 |
PEERY & ASSOCIATES, INC.2 years Service code 17 · EIN 94-3274051 P.O. BOX 850 · PESCADERO, CA 94060 | Pension Consulting | $10,604 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,472 | $79,169-17.3% | $100,415-34.8% | $74,478-12.1% |
| Participation rate | 97.0% | 79.4%+17.6pp | 81.5%+15.5pp | 67.2%+29.8pp |
| Annual return | 11.56% | 20.51%-9.0pp | 49.47%-37.9pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $2,573 | $3,017-14.7% | $3,943-34.7% | $2,626-2.0% |
| Participant deferral / active EE | $3,416 | $7,751-55.9% | $8,091-57.8% | $4,350-21.5% |
| Admin fee / account holder | $233 | $1,337-82.6% | $7,906-97.0% | $1,946-88.0% |