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| Provider | Service type | Compensation |
|---|---|---|
CALIFORNIA GROWER FOUNDATION2+ years Service code 14 · EIN 94-2166265 176 MAIN STREET, SUITE C · ST. HELENA, CA 94574 | Plan Administrator | $69,600 |
WM YEE ACTUARIAL CONSULTING2+ years Service code 11 · EIN 20-4368308 201 FOURTH STREET, SUITE 202 · OAKLAND, CA 94607 | Actuarial | $58,640 |
BUFFINGTON & AARON2+ years Service code 29 · EIN 94-3151719 388 MARKET STREET · SAN FRANCISCO, CA 94111 | Legal | $49,161 |
US BANK2+ years Service code 21 · EIN 31-0841368 1 CALIFORNIA STREET, 10TH FLOOR · SAN FRANCISCO, CA 94111 | Bank Trustee | $36,232 |
BROTEMARKLE, DAVIS & CO LLP2+ years Service code 10 · EIN 68-0219846 899 ADAMS STREET, SUITE H · ST. HELENA, CA 94574 | Accounting | $25,400 |
P. CHAN & CO., INC.2+ years Service code 27 · EIN 68-0157295 700 LARKSPUR LANDING CIRCLE · LARKSPUR, CA 94939 | Advisory (Plan) | $23,200 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $202,986-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 26.9%-26.9pp | 1.8%-1.8pp |
| Annual return | 6.61% | 7.18%-0.6pp | 2.04%+4.6pp | 7.18%-0.6pp |
| Employer contribution / active EE | $6,843 | $13,095-47.7% | $57,418-88.1% | $13,095-47.7% |
| Participant deferral / active EE | $0 | $385-100.0% | $123-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $255,353-100.0% | $362-100.0% |