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| Provider | Service type | Compensation |
|---|---|---|
KCOE ISOM, LLP3 years Service code 10 · EIN 48-0567703 5 E RIVER PARK PL E, SUITE 320 · FRESNO, CA 93720 | Accounting | $13,100 |
Filed as: NEXUS ADMINISTRATORS, INC Service code 13 · EIN 77-0586222 735 W ALLUVIAL AVE SUITE 101 · FRESNO, CA 93711 | Contract Administrator | $12,184 |
WILLIAM BLAIR4 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,179 | $84,940-58.6% | $111,306-68.4% | $79,389-55.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 35.39% | 17.45%+17.9pp | 54.67%-19.3pp | 116.89%-81.5pp |
| Employer contribution / active EE | $2,796 | $1,979+41.3% | $2,732+2.3% | $2,428+15.2% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $190 | $537-64.6% | $7,966-97.6% | $626-69.6% |