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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $4,535 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 13 5525 GREEN BAY RD STE 200 · KENOSHA, WI 53144 | Contract Administrator | $2,720 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $0 |
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 | $156,406 | $65,322+139.4% | $70,476+121.9% | $73,493+112.8% |
| Participation rate | 96.1% | 77.0%+19.1pp | 75.1%+21.0pp | 70.7%+25.4pp |
| Annual return | 17.59% | 15.71%+1.9pp | 109.12%-91.5pp | 28.51%-10.9pp |
| Employer contribution / active EE | $6,270 | $2,460+154.9% | $2,738+129.0% | $2,270+176.2% |
| Participant deferral / active EE | $9,102 | $3,375+169.7% | $3,710+145.3% | $3,740+143.4% |
| Admin fee / account holder | -$29 | $214-113.7% | $3,847-100.8% | $513-105.7% |