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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Service code 11 500 N AKARD ST., SUITE 4300 · DALLAS, TX 75201 | Actuarial | $420,025 |
SUNKIST GROWERS, INC.10+ years Service code 14 · EIN 95-0595000 27770 N. ENTERTAINMENT DRIVE · VALENCIA, CA 913551092 | Plan Administrator | $138,406 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RELEIGH, NC 27609 | Advisory (Plan) | $72,000 |
HUTCHINSON AND BLOODGOOD LLP10+ years Service code 10 · EIN 95-0858589 550 N. BRAND BLVD., 14TH FLOOR · GLENDALE, CA 91203 | Accounting | $31,250 |
TRUCKER HUSS4 years Service code 29 · EIN 94-3216063 135 MAIN STREET, 9TH FLOOR · SAN FRANCISCO, CA 94105 | Legal | $20,044 |
US BANK4 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 633 W. 5TH STREET, 24TH FLOOR · LOS ANGELES, CA 90071 | Bank Trustee | $9,843 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $417,381-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 28.2%-28.2pp | 2.1%-2.1pp |
| Annual return | -0.45% | 7.65%-8.1pp | 5.83%-6.3pp | 7.65%-8.1pp |
| Employer contribution / active EE | $11,954 | $20,582-41.9% | $38,332-68.8% | $20,582-41.9% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $165-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $6,587-100.0% | $193-100.0% |