Filed April 4, 2022 (most recent of 2 filings on file)
Total covered: 315 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $54,678 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,538 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,523 | $56,443+48.0% | $83,848-0.4% | $55,725+49.9% |
| Participation rate | 99.1% | 72.0%+27.1pp | 76.1%+22.9pp | 70.9%+28.2pp |
| Annual return | -2.12% | 393.67%-395.8pp | 850.88%-853.0pp | 244.93%-247.0pp |
| Employer contribution / active EE | $7,079 | $2,682+164.0% | $3,631+95.0% | $2,078+240.6% |
| Participant deferral / active EE | $10,259 | $2,965+246.0% | $4,082+151.4% | $3,356+205.7% |
| Admin fee / account holder | $115 | $156-26.4% | $5,478-97.9% | $115-0.2% |