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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $22,718 |
MAYER HOFFMAN MCCANN P.C.4 years Filed as: MAYER HOFFMAN MCCANN CPAS Service code 10 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 | Accounting | $15,800 |
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $602 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $159,678 | $86,341+84.9% | $125,195+27.5% | $65,186+145.0% |
| Participation rate | 93.6% | 75.3%+18.3pp | 79.8%+13.8pp | 70.2%+23.4pp |
| Annual return | 19.01% | 27.44%-8.4pp | 43.79%-24.8pp | 29.39%-10.4pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $8,803 | $3,538+148.8% | $4,937+78.3% | $3,514+150.5% |
| Admin fee / account holder | $194 | $609-68.2% | $9,704-98.0% | $847-77.1% |