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| Provider | Service type | Compensation |
|---|---|---|
KCOE ISOM, LLP1 year Service code 10 · EIN 48-0567703 5 E RIVER PARK PL E, SUITE 320 · FRESNO, CA 93720 | Accounting | $14,500 |
Service code 13 · EIN 77-0536417 7525 N CEDAR AVE SUITE 109 · FRESNO, CA 93720 | Contract Administrator | $9,866 |
WILLIAM BLAIR2 years Filed as: WILLIAM REDDINGTON, ASA Service code 34 2037 W BULLARD AVE PMB 336 · FRESNO, CA 93711 | Valuation (appraisals, etc.) | $3,500 |
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 | $28,218 | $65,378-56.8% | $87,103-67.6% | $65,186-56.7% |
| Participation rate | 99.2% | 75.3%+23.8pp | 76.9%+22.3pp | 70.2%+29.0pp |
| Annual return | -3.56% | 31.28%-34.8pp | 28.19%-31.8pp | 29.39%-32.9pp |
| Employer contribution / active EE | $2,566 | $1,823+40.8% | $2,521+1.8% | $2,177+17.9% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $176 | $520-66.2% | $7,491-97.7% | $847-79.3% |