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| Provider | Service type | Compensation |
|---|---|---|
KCOE ISOM, LLP4 years Service code 10 · EIN 48-0567703 5 E RIVER PARK PL E, SUITE 320 · FRESNO, CA 93720 | Accounting | $14,400 |
WILLIAM BLAIR5 years Filed as: WILLIAM REDDINGTON, ASA Service code 34 2037 W BULLARD AVE PMB 336 · FRESNO, CA 93711 | Valuation (appraisals, etc.) | $3,600 |
NEXUS ADMINISTRATORS, INC.2 years Filed as: NEXUS ADMINISTRATORS, INC Service code 13 · EIN 77-0586222 735 W ALLUVIAL AVE SUITE 101 · FRESNO, CA 93711 | Contract Administrator | $1,533 |
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 | $35,185 | $65,437-46.2% | $86,698-59.4% | $66,949-47.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | 2.62% | -10.91%+13.5pp | 35.96%-33.3pp | 1.57%+1.1pp |
| Employer contribution / active EE | $2,649 | $2,154+23.0% | $2,837-6.6% | $2,545+4.1% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $111 | $642-82.7% | $7,492-98.5% | $594-81.3% |