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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 77-0536417 7525 N CEDAR AVE SUITE 109 · FRESNO, CA 93720 | Contract Administrator | $19,390 |
NOELL AGNEW & MORSE LLP1 year Filed as: NOELL AGNEW MORSE Service code 10 · EIN 94-2913900 1001 N DEMAREE · VISALIA, CA 93291 | Accounting | $11,800 |
WILLIAM BLAIR1 year Filed as: WILLIAM REDDINGTON, ASA Service code 34 2037 W BULLARD AVE PMB 336 · FRESNO, CA 93711 | Valuation (appraisals, etc.) | $4,200 |
Participant contribution per participant 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 | $29,449 | $59,191-50.2% | $76,767-61.6% | $56,289-47.7% |
| Participation rate | 99.2% | 75.2%+24.0pp | 77.0%+22.2pp | 69.9%+29.3pp |
| Annual return | 10.67% | 6.62%+4.0pp | 2.43%+8.2pp | -9.96%+20.6pp |
| Employer contribution / active EE | $1,977 | $1,759+12.4% | $2,485-20.4% | $2,111-6.3% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $226 | $489-53.9% | $6,675-96.6% | $521-56.7% |