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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $16,046 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN CPAS Service code 10 · EIN 43-1947695 | Accounting | $15,859 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $255 |
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 | $157,332 | $71,192+121.0% | $117,861+33.5% | $62,293+152.6% |
| Participation rate | 91.4% | 74.2%+17.1pp | 79.7%+11.7pp | 69.5%+21.8pp |
| Annual return | 15.77% | 18.66%-2.9pp | 335.11%-319.3pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,913 | $1,934-1.1% | $3,786-49.5% | $2,042-6.3% |
| Participant deferral / active EE | $7,546 | $3,189+136.7% | $4,482+68.4% | $3,169+138.1% |
| Admin fee / account holder | $168 | $587-71.3% | $8,021-97.9% | $479-64.9% |