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| Provider | Service type | Compensation |
|---|---|---|
US BANK9+ years Service code 21 · EIN 31-0841368 633 W 5TH STREET · LOS ANGELES, CA 90071 | Bank Trustee | $34,313 |
WM YEE ACTUARIAL CONSULTING9+ years Service code 11 · EIN 20-4368308 201 FOURTH STREET · OAKLAND, CA 94607 | Actuarial | $21,200 |
BUFFINGTON & AARON9+ years Service code 29 · EIN 94-3151719 388 MARKET STREET · SAN FRANCISCO, CA 94111 | Legal | $19,105 |
CALIFORNIA GROWER FOUNDATION4 years Filed as: CALIFORNIA WINE GROWER FOUNDATION Service code 14 · EIN 94-2166265 5 FINANCIAL PLAZA, SUITE 116 · NAPA, CA 94558 | Plan Administrator | $12,833 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,452-100.0% | $381,452-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 33.3%-33.3pp | 55.8%-55.8pp |
| Annual return | 5.73% | 8.63%-2.9pp | 7.47%-1.7pp | 24.44%-18.7pp |
| Employer contribution / active EE | $0 | $53,313-100.0% | $44,557-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $147-100.0% | $182-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $3,849-100.0% | $3,849-100.0% | $22,013-100.0% |