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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEXUS ADMINISTRATORS Service code 13 · EIN 77-0586222 735 W ALLUVIAL AVE SUITE 101 · FRESNO, CA 93711 | Contract Administrator | $17,435 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 34 · EIN 75-0786316 2821 W 7TH ST SUITE 700 · FORT WORTH, TX 76107 | Valuation (appraisals, etc.) | $12,360 |
ESOP LAW GROUP1 year Filed as: EMPLOYEE BENEFITS LAW GROUP Service code 29 · EIN 68-0195995 11231 GOLD EXPRESS DR UNIT 108 · GOLD RIVER, CA 95670 | Legal | $2,484 |
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 | $37,886 | $79,223-52.2% | $102,460-63.0% | $74,478-49.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 3.61% | 54.98%-51.4pp | 29.47%-25.9pp | 1370.56%-1367.0pp |
| Employer contribution / active EE | $4,142 | $2,363+75.3% | $3,025+36.9% | $2,626+57.7% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $170 | $2,003-91.5% | $9,460-98.2% | $1,946-91.3% |