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| Provider | Service type | Compensation |
|---|---|---|
CALIFORNIA GROWER FOUNDATION2 years Filed as: CALIFORNIA WINE GROWER FOUNDATION Service code 14 · EIN 94-2166265 5 FINANCIAL PLAZA, SUITE 116 · NAPA, CA 94558 | Plan Administrator | $77,000 |
WM YEE ACTUARIAL CONSULTING7+ years Service code 11 · EIN 20-4368308 201 FOURTH STREET, SUITE 202 · OAKLAND, CA 94607 | Actuarial | $54,762 |
US BANK7+ years Service code 21 · EIN 31-0841368 633 W. 5TH STREET, 24TH FLOOR · LOS ANGELES, CA 90071 | Bank Trustee | $38,842 |
BROTEMARKLE, DAVIS & CO LLP7+ years Service code 10 · EIN 68-0219846 899 ADAMS STREET, SUITE H · ST. HELENA, CA 94574 | Accounting | $34,500 |
P. CHAN & CO., INC.7+ years Service code 27 · EIN 68-0157295 700 LARKSPUR LANDING CIRCLE · LARKSPUR, CA 94939 | Advisory (Plan) | $26,700 |
BUFFINGTON & AARON7+ years Service code 29 · EIN 94-3151719 388 MARKET STREET · SAN FRANCISCO, CA 94111 | Legal | $9,990 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $433,529-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 22.9%-22.9pp | 3.6%-3.6pp |
| Annual return | 5.35% | 11.84%-6.5pp | 12.74%-7.4pp | 11.84%-6.5pp |
| Employer contribution / active EE | $6,010 | $17,339-65.3% | $33,332-82.0% | $17,339-65.3% |
| Participant deferral / active EE | $0 | $683-100.0% | $157-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $2,396-100.0% | $409-100.0% |