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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CALIFORNIA WINEGROWER FOUNDATION Service code 14 · EIN 94-2166265 5 FINANCIAL PLZ STE 116 · NAPA, CA 94558 | Plan Administrator | $77,000 |
WM YEE ACTUARIAL CONSULTING5+ years Service code 11 · EIN 20-4368308 201 FOURTH STREET, SUITE 202 · OAKLAND, CA 94607 | Actuarial | $57,525 |
US BANK5+ years Service code 21 · EIN 31-0841368 1 CALIFORNIA STREET, 10TH FLOOR · SAN FRANCISCO, CA 94111 | Bank Trustee | $38,458 |
BROTEMARKLE, DAVIS & CO LLP5+ years Service code 10 · EIN 68-0219846 899 ADAMS STREET, SUITE H · ST. HELENA, CA 94574 | Accounting | $29,000 |
P. CHAN & CO., INC.5+ years Service code 27 · EIN 68-0157295 700 LARKSPUR LANDING CIRCLE · LARKSPUR, CA 94939 | Advisory (Plan) | $23,200 |
BUFFINGTON & AARON5+ years Service code 29 · EIN 94-3151719 388 MARKET STREET · SAN FRANCISCO, CA 94111 | Legal | $18,315 |
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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 | $46,244-100.0% | $189,344-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 30.4%-30.4pp | 2.8%-2.8pp |
| Annual return | 14.37% | 16.32%-2.0pp | 11.02%+3.4pp | 16.32%-2.0pp |
| Employer contribution / active EE | $7,512 | $17,007-55.8% | $33,824-77.8% | $17,007-55.8% |
| Participant deferral / active EE | $0 | $406-100.0% | $418-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $4,088-100.0% | $127-100.0% |