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| Provider | Service type | Compensation |
|---|---|---|
DOWLING AARON INCORPORATED2 years Service code 29 · EIN 94-2502118 8080 N. PALM AVE., THIRD FLOOR · FRESNO, CA 937115730 | Legal | $17,265 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 265 E. RIVER PARK CIRCLE · FRESNO, CA 93720 | Accounting | $12,176 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,255 | $58,927+105.8% | $76,823+57.8% | $72,983+66.1% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 1.55% | 2305.64%-2304.1pp | 1166.42%-1164.9pp | 81.01%-79.5pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $273 | $4,013-93.2% | $6,422-95.8% | $5,124-94.7% |