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| Provider | Service type | Compensation |
|---|---|---|
NOELL AGNEW & MORSE LLP1+ years Service code 10 · EIN 94-2913900 1001 N DEMAREE AVE · VISALIA, CA 93291 | Accounting | $11,000 |
ALL VALLEY ADMINISTRATORS, LLC1+ years Filed as: ALL VALLEY ADMINISTRATORS LLC Service code 13 · EIN 77-0536417 7525 N CEDAR AVE SUITE 109 · FRESNO, CA 93720 | Contract Administrator | $7,250 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,930 | $54,320-61.5% | $67,652-69.1% | $52,331-60.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -6.59% | 6.81%-13.4pp | 6625.40%-6632.0pp | 4.54%-11.1pp |
| Employer contribution / active EE | $1,873 | $1,544+21.3% | $2,266-17.3% | $1,882-0.5% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $163 | $527-69.0% | $4,821-96.6% | $592-72.4% |