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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0181291 500 N. AKARD ST., SUITE 4100 · DALLAS, TX 75201 | Actuarial | $260,118 |
SUNKIST GROWERS, INC.10+ years Service code 14 · EIN 95-0595000 27770 N. ENTERTAINMENT DRIVE · VALENCIA, CA 91355 | Plan Administrator | $42,821 |
TRUCKER HUSS4 years Service code 29 · EIN 94-3216063 | Legal | $41,048 |
HUTCHINSON AND BLOODGOOD LLP10+ years Service code 10 · EIN 95-0858589 550 N. BRAND BLVD., 14TH FLOOR · GLENDALE, CA 91203 | Accounting | $31,250 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $8,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $417,381-100.0% | $417,381-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 47.0%-47.0pp | 28.2%-28.2pp | 43.7%-43.7pp |
| Annual return | -9.19% | 4.96%-14.1pp | 5.83%-15.0pp | 13.05%-22.2pp |
| Employer contribution / active EE | $0 | $45,547-100.0% | $38,332-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $124-100.0% | $165-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $6,587-100.0% | $6,587-100.0% | $31,365-100.0% |