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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 94-2502118 8080 N. PALM AVE., THIRD FLOOR · FRESNO, CA 937115730 | Legal | $22,233 |
THOMAS HUNGERFORD, CPA1 year Service code 10 · EIN 77-0493769 7555 N. PALM BLUFFS AVE. #207 · FRESNO, CA 93711 | Accounting | $21,451 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,164 | $54,162+129.2% | $68,612+81.0% | $64,173+93.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -0.01% | -1.62%+1.6pp | -4.63%+4.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $420 | $4,029-89.6% | $5,131-91.8% | $4,887-91.4% |