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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $40,370 |
Filed as: CBIZ CPAS, P.C. Service code 10 · EIN 43-1947695 | Accounting | $18,480 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,065 | $88,137+99.8% | $164,975+6.7% | $74,429+136.6% |
| Participation rate | 92.9% | 73.1%+19.7pp | 78.6%+14.2pp | 67.2%+25.6pp |
| Annual return | 11.97% | 17.13%-5.2pp | 70.12%-58.2pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $1,778 | $2,597-31.5% | $4,343-59.0% | $2,625-32.3% |
| Participant deferral / active EE | $11,111 | $4,501+146.9% | $6,033+84.2% | $4,348+155.5% |
| Admin fee / account holder | $238 | $2,231-89.3% | $12,688-98.1% | $1,944-87.8% |