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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON DELWARE INC. Service code 11 300 SOUTH GRAND AVE SUITE 2000 · LOS ANGELES, CA 90071 | Actuarial | $299,183 |
OMELVENY & MYERS, LLP1 year Service code 29 · EIN 95-1066597 | Legal | $57,816 |
SUNKIST GROWERS, INC.3+ years Service code 14 · EIN 95-0595000 | Plan Administrator | $25,122 |
HUTCHINSON AND BLOODGOOD LLP3+ years Service code 10 · EIN 95-2036255 550 N BRAND BLVD 14TH FLOOR · GLENDALE, CA 91203 | Accounting | $20,500 |
ELLWOOD ASSOCIATES3+ years Filed as: J. H. ELLWOOD Service code 27 · EIN 36-3121777 | Advisory (Plan) | $20,000 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $233,564-100.0% | $105,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | - |
| Annual return | 3.42% | 28.83%-25.4pp | 9.21%-5.8pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $35,088-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $163-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $4,019-100.0% | - |