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| Provider | Service type | Compensation |
|---|---|---|
CALIFORNIA GROWER FOUNDATION3 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 CONSULTING8+ years Service code 11 · EIN 20-4368308 201 FOURTH STREET · OAKLAND, CA 94607 | Actuarial | $61,588 |
BROTEMARKLE, DAVIS & CO LLP8+ years Service code 10 · EIN 68-0219846 1000 MAIN STREET · NAPA, CA 94559 | Accounting | $39,700 |
US BANK8+ years Service code 21 · EIN 31-0841368 633 W. 5TH STREET · LOS ANGELES, CA 90071 | Bank Trustee | $35,505 |
P. CHAN & CO., INC.8+ years Service code 27 · EIN 68-0157295 700 LARKSPUR LANDING CIRCLE · LARKSPUR, CA 94939 | Advisory (Plan) | $23,200 |
BUFFINGTON & AARON8+ years Service code 29 · EIN 94-3151719 388 MARKET STREET · SAN FRANCISCO, CA 94111 | Legal | $13,940 |
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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 | $46,984-100.0% | $235,493-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 24.6%-24.6pp | 5.6%-5.6pp |
| Annual return | -16.77% | 39.82%-56.6pp | -6.07%-10.7pp | 39.82%-56.6pp |
| Employer contribution / active EE | $7,272 | $19,980-63.6% | $37,389-80.6% | $19,980-63.6% |
| Participant deferral / active EE | $0 | $614-100.0% | $182-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $12,327-100.0% | $62-100.0% |