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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $34,277 |
Filed as: CBIZ CPAS P.C. Service code 10 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 | Accounting | $17,788 |
JPMORGAN INVEST HOLDINGS LLC9+ 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 | $176,747 | $83,090+112.7% | $130,062+35.9% | $71,529+147.1% |
| Participation rate | 94.1% | 74.1%+20.0pp | 78.5%+15.6pp | 67.9%+26.2pp |
| Annual return | 16.33% | 20.61%-4.3pp | -137.37%+153.7pp | 28.97%-12.6pp |
| Employer contribution / active EE | $1,739 | $2,624-33.7% | $4,322-59.8% | $2,590-32.8% |
| Participant deferral / active EE | $10,330 | $4,436+132.9% | $5,821+77.5% | $4,291+140.7% |
| Admin fee / account holder | $267 | $1,727-84.5% | $10,601-97.5% | $1,588-83.2% |