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| Provider | Service type | Compensation |
|---|---|---|
CALIFORNIA GROWER FOUNDATION3+ years Service code 14 · EIN 94-2166265 176 MAIN STREET, SUITE C · ST. HELENA, CA 94574 | Plan Administrator | $69,600 |
BUFFINGTON & AARON3+ years Service code 29 · EIN 94-3151719 388 MARKET STREET · SAN FRANCISCO, CA 94111 | Legal | $62,358 |
WM YEE ACTUARIAL CONSULTING3+ years Service code 11 · EIN 20-4368308 201 FOURTH STREET, SUITE 202 · OAKLAND, CA 94607 | Actuarial | $59,975 |
US BANK3+ years Service code 21 · EIN 31-0841368 1 CALIFORNIA STREET, 10TH FLOOR · SAN FRANCISCO, CA 94111 | Bank Trustee | $40,322 |
BROTEMARKLE, DAVIS & CO LLP3+ years Service code 10 · EIN 68-0219846 899 ADAMS STREET, SUITE H · ST. HELENA, CA 94574 | Accounting | $26,500 |
P. CHAN & CO., INC.3+ years Service code 27 · EIN 68-0157295 700 LARKSPUR LANDING CIRCLE · LARKSPUR, CA 94939 | Advisory (Plan) | $23,200 |
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Annual investment return 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 | $1,723,788-100.0% | $105,260-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 21.7%-21.7pp | 1.9%-1.9pp |
| Annual return | 6.69% | 23.90%-17.2pp | 9.21%-2.5pp | 23.90%-17.2pp |
| Employer contribution / active EE | $5,481 | $16,539-66.9% | $35,088-84.4% | $16,539-66.9% |
| Participant deferral / active EE | $0 | $350-100.0% | $163-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $4,019-100.0% | $18,975-100.0% |