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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 | $79,089-17.2% | $100,392-34.8% | $74,459-12.1% |
| Participation rate | 97.0% | 79.4%+17.6pp | 81.5%+15.5pp | 67.2%+29.8pp |
| Annual return | 11.56% | 20.61%-9.1pp | 49.45%-37.9pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $2,573 | $3,015-14.7% | $3,941-34.7% | $2,626-2.0% |
| Participant deferral / active EE | $3,416 | $7,747-55.9% | $8,090-57.8% | $4,350-21.5% |
| Admin fee / account holder | $233 | $1,336-82.5% | $7,904-97.0% | $1,945-88.0% |